Reneva
In Clients, you find one row for every client in the active company. Open a row to see their details, activity and notes in one place.
The list
Use search and + Filter to narrow the list. The strip above the table summarises the visible rows; clicking a box applies its filter.
Client types
The Type field classifies and filters clients. Manage types in Settings → Customizations → Client types.
Custom fields
For a detail that is not on the record, add a field in Settings → Customizations → Custom fields. The field will also be available on the client record.
Who follows the client
With more than one user, Who follows the client shows who on your team follows that client. It also applies to their subscriptions and client projects: to give someone access to a subscription or a client project, have them follow its client.
Client portal
On the client record or in the row's More actions menu, select Client portal. You copy a new link valid for 30 days to that client's document history with the active company. Forward it to the client through your preferred channel.
To copy the link, you need permission to edit clients. The client must not be archived, must have a valid email and must have at least one published document. The click copies the link: it does not open the portal or send an email.