Managing clients in FieldCamp is simple and ensures their details are readily available for future tasks, quotes, and scheduling. You can create new clients, update existing records, or remove outdated entries to maintain a well-organized database.

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Adding New Clients

Adding clients allows you to store important contact information, addresses, and notes, streamlining communication and service delivery.

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Steps to Add New Clients

  1. Navigate to the Clients Section

    • Click on the “Clients” tab in the main dashboard to view the client list.

  2. Click on “Add New Client”

    • Locate the “+ Add Client” button, typically at the top-right corner of the client list.

    • Clicking this button opens a form for entering the new client’s details.

  3. Enter Client Information

  1. Required Fields:

    • Name: Enter the client’s full name (e.g., John Doe).

    • Contact Details: Add their phone number and email for communication.

  2. Optional Fields:

    • Address: Include home or business location for scheduling.

    • Company Name: Add if applicable for business clients.

    • Notes: Record any special instructions or client preferences.

  3. Save the Client

    • Review the Information: Double-check for accuracy.

    • Click Save: Press the “Save” button to store the client’s details.

    • Confirmation: A success message will appear confirming the client has been added.

  4. Verify the New Entry

    • Return to the Client List: The new client will now be visible.

    • Search for the Client: Use the search bar to locate and confirm their details.

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Editing Client Records

FieldCamp allows you to easily update client records to modify information like contact details or preferences.

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Steps to Edit Client Records

  1. Select the Client to Edit

    • Use the search bar or scroll through the client list to locate the client.

    • Click on the client’s name or the Edit icon next to their record.

  2. Modify Client Information

    • Update details such as name, phone number, email, address, or notes.

    • Double-check the updated information for accuracy.

    • Click the “Save” button to apply the changes.

    • A confirmation message will appear.

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Deleting Client Records

If a client is no longer needed, you can remove them from the system to keep your database clean and accurate.

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Steps to Delete Client Records

  1. Locate the Client to Delete

    • Navigate to the Clients section and find the record you wish to delete.

    • Click on the Delete icon or button associated with the client’s record.

  2. Confirm Deletion

    • A confirmation dialog will appear.

    • Click “Confirm” to proceed or “Cancel” to abort.

  3. Verify the Deletion

    • The deleted client should no longer appear in the client list.

    • If available, use the Undo option to restore the record temporarily.

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Key Benefits

  • Efficient Client Management: Keep all client records up to date.

  • Easy Search & Retrieval: Quickly find clients using the search function.

  • Seamless Editing & Deletion: Update or remove records effortlessly.

  • Improved Organization: Ensure a clean and structured CRM database.

With FieldCamp’s client management tools, handling customer records becomes quick, intuitive, and hassle-free.

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