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Client Management

The clients module stores the contractor database.

Client list

The client list contains all contractors:

  • Search by name or tax ID
  • Filter by client type
  • Alphabetical sorting
Lista klientow

Adding a new client

Client form:

Wymagane pola:

  • Company name
  • Tax ID
  • Address

Opcjonalne pola:

  • Contact person
  • Phone
  • Email
  • Notes
Formularz dodawania klienta

Editing client data

To edit client data:

  1. Find the client in the list
  2. Click edit
  3. Make changes
  4. Save