User Guide/⏳Using Stackd/Clients & Contacts/Clients

Clients

Add a Client

Watch the Video
  1. Navigate to “Clients / Contacts” > “Clients”
  1. Click “Add Client”
  1. Complete all available fields for which you have information
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Assigning Tags or Disciplines improves search and filtering.
  1. Click “Save”
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To learn more about tags, see
Tags. To learn more about disciplines, see
Lists.

View a Client

Watch the Video
  1. Navigate to “Clients / Contacts” > “Clients”
  1. Select the client you want to view from the list
  1. From the detail screen, you can view:
    1. Contact(s)
    2. Address(es)
    3. Project(s)
    4. Lifetime and Year-to-Date Invoicing
    5. Receivables
    6. Payables
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Applying Tags & Disciplines through “Filters” makes searching easier.
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Select a project from the list to open the project detail page.

Edit a Client

Watch the Video
  1. Navigate to “Clients / Contacts” > “Clients”
  1. Select the client you want to edit from the list
  1. To edit client tags, add or remove tags from the dropdown list
  1. Edit addresses or contacts by selecting the field you want to update, or click “➕”to add a new row
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To update associated project or invoices, make changes in the corresponding
Projects or
Invoicing modules.

Delete a Client

Watch the Video
⚠️
A client cannot be deleted if there are open invoices associated with the client.
  1. Navigate to “Clients/Contacts” > “Clients”
  1. Select the client you want to delete from the list
  1. Click “Delete” in the bottom-right corner of the detail screen

Restore a Client

Watch the Video
  1. Navigate to “Clients/Contacts” > “Clients”
  1. Click “Filters” and enable “Include Deleted Clients”
  1. Select the client you want to restore from the list
  1. Click “Restore” in the bottom-right corner of the detail screen