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Clients Management
➕ Add New Client
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Add New Client
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Client Name
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First Note (optional)
➕ Table
Attach Files (optional)
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Save Client
Client
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Overview
Notes
Files
Emails
Status
Paste cells from Excel/Sheets (or use ➕ Table) and they render as a table.
➕ Table
Add Note
Upload
Email Addresses
Add Email(s) — comma or semicolon separated
Add Email(s)
Save Emails
Status
Active
Inactive
Reason for Inactive Status
Save Status
Manage Categories
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Categories drive the filter tabs on this page and the Category dropdown in the client form.
Categories
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Export Clients
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Category
Status
All statuses
Active only
Inactive only
Only clients matching the current search
Format
CSV — opens in Excel / Google Sheets
JSON — raw values, tables kept as rows
Columns
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Manage Client Fields
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📜 Client History
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