Clients

Keep the companies and people you work with in one place, add a company and its first person in one step, see each company's people and projects, and choose each company's primary contact.

Clients in the sidebar is where you keep everyone you work for. It has two tabs:

• Companies: the organizations you work with. Each row shows the company’s most recently updated active project with its progress (and +N more when it has several), its primary contact and how many people it has, when anything last happened on its projects, and its website. This tab opens first.
• People: the individual contacts on your clients’ side, the people you add to projects and invite to the client portal. See People.

A person can belong to one company, or to none. Freelancers and private clients don’t need a company: they only show under People.

Who can do what

How to add a client

Add client adds a company, a person, or both in one step.

1. Open Clients in the sidebar and click Add client, or press C.
2. Fill in what you have:
   • Company only: enter a Company name and leave the person fields empty.
   • Person only: leave Company name empty and enter a First name or Last name, and an Email.
   • Both: enter the company name and the person. The person is added to the new company.
3. Click the button, which says what will be added: Add company, Add person, or Add company and person.

Upclient opens the tab where the new client is listed. Company names are unique in a workspace: if the name is already taken, the dialog says so and nothing is added. To add someone to a company that already exists, open the company and click Add person, or pick the company when you edit the person.

You can still create a person while adding a client to a project. See Project Members.

The primary contact

Each company with people has one primary contact: the person you deal with first at that company. The Companies list shows them in the People column, and the company sheet marks them with a Primary badge.

Upclient keeps the primary contact up to date for you:

• The first person you add to a company becomes its primary contact. That includes the person you add together with a new company in Add client, and someone you move into a company that has no people yet.
• If the primary contact is deleted, moved to another company, or no longer has a company, the person who has been at the company longest takes over. When nobody is left, the company has no primary contact until you add someone.

How to change the primary contact

1. Click the company’s name to open its sheet.
2. In People, open the Actions menu at the end of the person’s row and choose Make primary.

You can also click Edit on the company sheet, or Edit in the company’s row menu, choose a person under Primary contact, and click Save changes. Anyone who can edit companies can change the primary contact. Only people at the company can be its primary contact.

How to find clients

• The search box searches the tab you’re on: a company’s name, email, phone, and website on Companies, and a person’s name and email on People. While you search, each tab shows how many results it has, so you can see at a glance whether the match is a company or a person. Switching tabs keeps your search.
• On Companies, show All companies, only those With people, or those with No people.
• On People, use the Company filter to show the people at one company, or those with No company.
• Use Display to change Sort by and Direction, and to show or hide columns.

The company sheet

Click a company’s name to open its sheet. Under the name it shows how many people and projects the company has. Click Edit to change the company, or open the ⋯ menu next to it and choose Delete. It shows:

• Details: email, phone, website, address, and notes. Only the ones you’ve filled in are shown, and the section is hidden when there are none. Click the copy button next to the email to copy it.
• People: everyone at the company, with their email and phone. The primary contact is listed first, with a Primary badge. Click a name to open that person. Click Add person to add someone new; the company is already filled in.
• Projects: the company’s projects and their status. Click a project to open it.

The date the company was added is at the bottom of the sheet.

How to edit or delete a company

1. Open the Actions menu at the end of the company’s row, or open the company’s sheet.
2. Choose Edit to change its name, email, phone, website, or primary contact and click Save changes, or choose Delete (in the sheet, it’s in the ⋯ menu) and confirm.

Deleting a company is permanent. Its people and projects are kept and are no longer linked to a company.

To delete several companies at once, select them with the checkboxes and click Delete in the bar at the bottom of the page.