My Clients¶
Agent
The Clients page lists all your debtors (individuals or companies) along with their associated engagements.
Overview¶
Here you will find:
- Full name or company name
- Number of active engagements
- Total overdue amount
- Active / inactive status
- Responsible agent
Step-by-step¶
Search for a client¶
- Go to Clients in the navigation menu.
- Type the client's name or number in the search bar.
- Use the "Overdue only" filter to show debtors with unpaid amounts.
- Click a row to open the client record.
View the client record¶
The client record contains:
- General information — contact details, client type, references
- Engagements — list of linked cases with amounts and phases
- Contacts — history of interactions
- Documents — attachments linked to the client
Contact a client¶
- Open the client record.
- Go to the "Contacts" tab.
- Click "New contact".
- Fill in the channel, date and note.
- Save.
Interactive tour¶
Launch the "Client record" tour
Permissions¶
| Action | Agent | Manager | Admin |
|---|---|---|---|
| View own clients | ✓ | ✓ | ✓ |
| View all clients | ✓ | ✓ | |
| Edit client information | ✓ | ✓ | |
| Deactivate a client | ✓ |
FAQ¶
Q: The list is empty, what should I do? Check that you have active engagements in your portfolio.
Q: How do I add a new client? Clients are created when cases are imported. Contact your admin.