Create Clients
In Zoho Workerly, you can create clients by:
- Entering data in the clients' details form: You can manually fill in the Client details gathered from various external sources.
- Importing Clients from external source: You can gather data from various sources and import the CSV and XLS files into Zoho Workerly.
Note
- Some of the standard fields may not be visible or editable depending on your organization's business process.
- In case you want to add or modify fields or would like to know more details on the usage of fields, please contact your System Administrator
Create Clients Individually
You can create clients individually by:
- Filling in the details of the client creation form.
- Cloning the client with a few changes in the existing client details.
Profile Permission Required: Access to the Clients Tab with the Create permission enabled.
- In the Clients module, click (Add button) to add a new client.
- In the Create Client page, enter the client details.
- Click Save.
To clone clients
- In the Clients tab, click a particular client that is to be cloned.
- In the Client Details page, click
(More button) and choose Clone from the list.
- In the Clone Client page, modify the required details.
- Click Save.
Work with the Clients details page
Once you have created a client, you can view the details of the client in the record's details page. The details page of a client presents information related to the clients - for example, jobs of the clients, notes, events, emails and so on - in a single location.
To view the client details page
- Click the Clients module.
- Click the desired client from the Clients list view.
- You will see the details page of the client.
Here is a quick tour of the Client's details page:
- Switch between the Info and Timeline views.
- Info - Displays related lists and links associated with the client
- Timeline - Displays a history of actions performed on the client's details page.
- Business card view: View the top 5 fields related to the client. You can customize the business card view of a client.
- Edit - Allows you to edit the record.
- More icon - Displays further options that you can perform for the client.
- View related details such as potentials and contacts related to the client.
- Related Lists Section- Navigate to the desired related list from this section. You can add a new related list as well as add new entries to an existing related list from this section.
- Custom links - View custom links associated to the client.
- Notes - View notes associated with the client.
- Related Lists- Scroll down to see all the related lists associated with the client.
Associate Client with Other Records
You can create a 360-degree view of the client to display all the associated details, such as contacts, jobs, attachments, and notes in a single view.
In the Client Details page, you can update the following:
- Jobs: To add jobs.
- Contacts: To add contacts.
- To-Dos: To add tasks and events (meetings and calls).
- Attachments & Notes: To attach documents and notes.
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