Clients Management

Clients

This comprehensive management interface allows you to view, organize and manage all your clients in the system.

Overview

The Clients module is your centralized system for managing clients and their information. It serves as the foundational level in your organizational hierarchy:

Clients → Branches → Projects

The main view lists clients with controls and pagination.

• Header & Controls: Add Client, Filters, Show Deleted
• Table Columns: Code, Name, Actions (Edit, Delete)
• Pagination: Current page, items per page, total clients

Client table

Client trash table

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Features

Client Creation & Management

• Create and name new client
• Edit existing clients
• Delete client (with dependency checks)

Note

The system does not prevent the user to create entries with existing code, name combinations. Make sure not to create duplicates.

Client Search & Filtering

• Search by Client name or code
• Filter to quickly find specific clients
• Option to show deleted clients

tip

The search input allow regular expressions (RegEx) as search pattern. For more info visit Learn RegEx

Client Restoring

• Show trash
• Restore clients

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Troubleshooting

Common Issues

No access to the client tab from the navigation menu or no option to edit clients

• Check the permissions and contact your System-Admin

Role	View	Edit
System-Admin	✅	✅
Admin	✅	❌
Others	❌	❌

Client can not be created or a change can't be saved

• Check the Error messages on the top of the creation/edit form

• Common issues:

  • Required field missing -> Fill out the required field
  • Field validations do not match -> Adjust the mentioned fields to a valid value

Client deletion failed

• There are still active branches belonging to the client
• You lack permission to delete the client
• System is temporarily unavailable