This is a general overview of the Clients page. All of the actions described here are explained step by step in corresponding guides which are linked at the end of this article.
The Clients page is an overview of all your current clients and their contact information. To access the page please choose from the main menu Locations -> Clients.
You can also import client data from existing datasets - the import option can be found in the top right corner of the page - just upload a .csv or .xlsc file directly into the PARiM environment and match the information according to the system.
Clicking on the client name in the list takes you to their company profile where you can view and edit/update detailed information about the client, including:
- general contact information;
- contact persons;
- list of all locations connected to this company;
- notes and documents
Now that you've got a general overview of the Clients page, here are some articles to take you through using it step by step: