Overview

In this section, you can view and manage all the Clients in your account. Add and edit clients' details including names and addresses. Also, you can activate/de-activate clients as well as default a client's account to make them selectable without typing to locate them.  



TABLE OF CONTENTS



Client List


Click the ORDERS tab (see #1) and open ORDER MANAGEMENT > Clients (see #2). 



Each Client's Name and Address is listed.




Client View Options


Client view options are available on the top-right of the Clients table.



Select Active or Inactive to filter through the available Clients.


Click the Search icon to narrow down your results.

Click the drop-down at the end of the search box to search in various sections of Site Flow. 



Click the Refresh icon to reload the page to show any changes to the Clients.

Click the Toggle columns icon to choose to show or hide Name or Address columns of the Client List table.



Select to view 10, 25, or 50 Impositions per page using the pagination shown below.


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Add Client


Click Add New to add a new Client to your account.



The Add Client page appears.



Turn the Account Default (see #1) switch on to make this client selectable without typing to locate them. 

Turn on/off the Active (see #2) switch to activate/de-activate your Client.



Enter or change the client's Name (required), Address Line (required), Address Line2, Address Line3, and Town (required).

 


Enter or change the client's State (required), Postcode/Zip (required), and Country (required).

 


Enter or change the client's Phone and Email (required).

 


Click to save your added Client's info.


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Edit Client


Open ORDERS > ORDER MANAGEMENT > Clients, and select the Client you wish to edit from your list. 



The Client details page view appears. Follow the same process as outlined above when adding a new Client. 


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