Viewing and Editing Client Details

Managing client information in Prosaas CRM is straightforward and intuitive. Here's how to view and edit client details:

To access client information, start by navigating to the "Clients" section from the main menu. Once you're in the clients list, you can locate the specific client using the search functionality or filter options available. Simply click on the client's name to open their detailed profile.

The client profile provides comprehensive information including:

• Contact Information: Complete contact details including phone numbers, email addresses, and physical addresses
• Associated Projects: All projects linked to this client with their current status
• Communication History: Complete log of all interactions, emails, and communications
• Invoices and Payments: Financial records including outstanding invoices and payment history
• Notes and Attachments: Important notes, documents, and file attachments related to the client

To modify any client information, locate the "Edit" button near the respective section you wish to update. Make the necessary changes to the information fields, and then click "Save" to confirm your updates. The system will automatically save your changes and update the client's profile accordingly.