In Zoho Workerly, you can create clients by:
Note
You can create clients individually by:
Profile Permission Required: Access to the Clients Tab with the Create permission enabled.
To clone clients
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
Here is a quick tour of the Client's details page:
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:
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