Active clients

Active clients

Introductory Video


Client List

This page lists your active clients.



View Client Details

To view a client, click on either their client number, company or name.




The client details page is divided into 6 tabs, allowing you to see all the information relating to this client.

Add Clients

To add a client, click the plus button at the top right of the clients table.

Import Clients

To import clients, click the import button at the top right of the clients table.


You can download a blank template by clicking the link.

You MUST NOT edit or move the header columns in the import template.

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