In RecruitifyHub’s Clients module, the Clients section houses all the active customers of the organization. Here, details for each individual, like names, emails, status, and creation dates, are stored. You can easily view, edit, and delete this information, providing straightforward control over customer management.
When you delve into each individual client’s details, you’ll encounter a page with several tabs for comprehensive insights:
1. Profile #
- Records essential client information, covering personal, business, and contact details.
- Captures details about the client’s relationship with the organization, along with project, invoice, and financial/legal information.
2. Projects #
- Details of officially signed projects, providing useful information for both parties.
- Offers an “ADD PROJECT” option and or append new information to the existing list.
- Includes an “EXPORT” feature for downloading and accessing the database offline.
3. Invoices #
- Records all created invoices shared with the client for work payments.
- Features a “Creating Invoice” option to add new items to the list.
- Includes an “Export” feature for offline data access.
4. Estimates #
- Captures estimates for project pricing, allowing for negotiation.
- Offers a “Create an Estimate” feature to add new items.
- Provides an “Export” feature for offline data retrieval.
5. Credit Notes #
- Stores credit notes for canceled but paid invoices, to be redeemed in subsequent payments.
6. Payments #
- Records the transaction history for the customer.
- Features an “Adding Payments” option, along with an “Export” feature.
7. Contacts #
- Records contact information for employees requiring details.
- Allows “Add Contacts” and “Export” functionalities.
8. Notes #
- Stores shared key points between the parties.
- Enables “Creation/Addition of New Notes” and provides an “Export” option for created notes.
9. Tickets #
- The Ticket tab allows seamless creation and assignment of support or task-related tickets.
- Monitor and manage the status and progress of each ticket efficiently, ensuring prompt issue resolution and streamlined task coordination within your organization.
These tabs offer a comprehensive view of the client’s profile, interactions, financial transactions, and shared notes for effective client management.
