Client List Management

11th Sep, 2024

Client List 


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1. New Client

On that section you can add a new client.


2. Quick Search

Here you can input the keyword for searching a client from the list.


3. Export The List

On that section there are several options (copy, csv, xls, print and pdf) to export the list data. The last option for manage column visibility.


4. Action Menu

Admin can manipulate and view list data from this section. We can Edit Delete and display the data from the list. From here, the admin can construct a 'Legal Contract' for a single client.



Assign Legal Contract


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1. Legal Contract

Here you can select legal contract.


2. Assign

After selecting legal contract, press 'Assign' button for assign the selected legal contract to client.



Client Details


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1. Profile
Here you can see client's details information.



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1. Invoices

On that section you can see the invoices list of selected clients.



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1. Transactions

Here you can see all the transactions of selected clients.



Add New Client


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1. Client Name

Here you can add client name.


2. Client Mobile

Here you can add client mobile number.


3. Client Email

Here you can add an email.


4. Password

Here you can add a password.


5. Gender

Here you can select gender.


6. Category

On that section you can select a category.


7. Create New

Here you can create a new category.


8. Country

Here you can select the country.


9. State

Here you can select a state.


10. City

Here you can select city.


11. Client type

There is two types 'Personal' & 'Company' type. you can select any types.


12. Client Address

Here you can add an address.


13. Date

Here you can add date.


14. ID

Here you can add id.


15. Documents

On that section you can add any file or documents.


16. Description

Here you can add description.


17. Create

After filling all the required fields press "Create" button to complete new client creation.

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