Client Database

Manage and store your client/customer's relevant information.

Anto Sarmiento avatar
Written by Anto Sarmiento
Updated over a week ago

Add custom fields with relevant data about your clients/customers such as contact information, billing details, fiscal data, and more, and keep your database always handy.

Create your client database

Roles: admins | Free feature

  1. Go to Manage>Clients and select a client.

  2. Click on add fields to start creating yours.

  3. Write the name of the field, choose the field type, and save. If you mark a field as default, it will be replicated in every client's database.

  4. When you are done adding custom fields, go back to the client, complete the fields with the client information, and save it.

  5. All the default fields will become columns in the client's database.

  6. Repeat the last step for every client.

That's it. You've created your client database 🎉

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