Clients

Clients are the core of your Ascent CRM. They represent the companies and organizations you provide services to.

Overview

The Clients module allows you to:

• Maintain a database of all your clients
• Track client status and type
• View related contacts, assets, and tickets
• Manage service agreements and contracts

Viewing Clients

Navigate to CRM → Clients to see your client list.

List View Features

• Search - Find clients by name, email, or phone
• Filter by Status - Show Active, Inactive, or Archived clients
• Filter by Type - Customer, Prospect, Partner, etc.
• Sort - Click column headers to sort

Client Information Displayed

Column	Description
Client	Company name
Type	Customer, Prospect, etc.
Status	Active, Archived
Contacts	Number of associated contacts
Assets	Number of associated assets
Tickets	Number of tickets

Creating a Client

1. Click + Add Client
2. Fill in the required fields:
   • Client Name - Company name
   • Type - Customer, Prospect, Partner
   • Status - Active or Inactive
3. Add optional information:
   • Contact email and phone
   • Website URL
   • Address
   • Notes
4. Click Save

Client Detail Page

Click on any client to view their full profile:

Overview Tab

• Basic information
• Quick stats (tickets, assets, contacts)
• Recent activity

Contacts Tab

• All contacts associated with this client
• Add new contacts

Assets Tab

• Hardware and software tracked for this client
• Add new assets

Tickets Tab

• All support tickets for this client
• Create new tickets

Billing Tab

• Invoices and payments
• Contracts and recurring items

Notes Tab

• Internal notes about the client
• Communication log

Editing a Client

1. Open the client detail page
2. Click Edit or click directly on editable fields
3. Make your changes
4. Click Save

Archiving a Client

To archive a client (soft delete):

1. Open the client detail page
2. Click the Actions menu (⋯)
3. Select Archive

Archived clients can be restored later if needed.

Best Practices

1. Complete profiles - Fill in all relevant information
2. Use consistent naming - Establish naming conventions
3. Regular review - Update client status when relationships change
4. Link contacts - Always associate contacts with clients
5. Track agreements - Attach contracts and service agreements