# Client 📒
Every person to whom you (i.e. your firm) provides service is called as client. In simple terms, every legal entity is a client. A client will have a unique legal number (eg In India, PAN is a unique legal number for Person)
# Examples of client
- Individual
- Company
- Partnership Firm
- Trust
In a rare case, you may want to create more than one client for a same person. eg: A trust has 3 divisions for which there is separate TAN (For TDS deduction) and you are providing service of TDS return filing for the client then, in this case you will create 3 clients even though the person is same. If in dilemma as to whether you should create more than 1 client for same person, then feel free to reach out to Support Team of Jamku for better clarity and best practices.
# Fields in Client Master
Following information is stored in Client Master:
- *Client No
10
Jamku Generated - Client ID
10
Your Firm Generated Client Number - *Group No
10
Link to Client Group - *First name
60
- Last Name
50
- Business Name
50
Trade name of client - Legal Number (PAN)
10
- Date of Birth/ Incorporation
Date
- Category
10
- Cost Center
10
- Profit Center
10
- Client Note
63,000
# Note
- Number in (eg.
1
) indicates number of characters. * Before the filed name inicates it'a a mandatory field. - To store Client's password check Password Guide
- To store Client's contact details & other information like GSTIN, Aadhar, check Profile Guide
- To store Client's Digital Signature, Physical File information check Folder Guide
# Create Client
Client first name
is the only mandatory field while creating a client.
Users having permission MasterData:Yes
can create clients.
- Go to Client List & Click on
+ Client
This will open the below dialogue.
Client Group will be created automatically based on the group name provided in Group Name
field.
If you wish to create a client for exiting client group, client on switch and select from client Group.
Enter the details and click on Continue.
Continue button will be activated only after you enter atleast 3 characters inFirst Name
field.On next screen, enter the other details (all fields in this screen are optional).
Clicking onCreate Client
will create a client and take you to client view.
# View Client
Go to Client List > Click on Client Name or Number. Using Client List is not the only way to open a Client. Clicking on Client Name from anywhere in Jamku will open the client in Client View.
Details about how to use client view is available in report section of this guide. Client View
# Edit Client
Once the client is created, you can edit all the fields (except Client No).
- Go to Client View > Edit Tab
- Update all the fields and click on
Update
button on top right of the form.
# Deactivate Client
When a Client no longer avails any service from you, simply deactivate the client. This will preserve all the data of that client but prevent you from creating a Task for that Client.
User can deactivate/activate a client from the respective Client View page.
To view list of deactivated clients, go to Client List and select "Deactive".
Deactivated client can be activated again at any time.
User having permission MasterData:Yes
can deactivate / activate a client.
To Deactivate a client,
- Go to
Client View
>Edit
Tab >Master
Card
- Set the
Is Active
field toNo
and click onUpdate
button
# Delete Client
Instead of Deleting a Client, consider deactivating the client ( more information about Deactivate Client is mentioned above ). If you have created a client by mistake, it is recommended to delete the client.
Jamku stores logs of Client which are deleted.
Client cannot be deleted if there exists: Task, Reminder, Uploaded File, Shortcuts, Profile, Password.
User having permission Delete:Yes
can delete client.
To Deactivate a client,
- Go to
Client View
>Edit
Tab >Master
Card - Click on
Trash
icon
- Click
Sure
Button
# Client Tags
Tags help to classify & categorize clients. This helps in quickly filtering the clients. Example: If there is a change in tax rate on Gold / Silver ornaments, you would like to communicate this to all your clients in jewellery industry.
There is no limit to the number of tags that can be added to a particular client.
Tags can be added or deleted from Client View page. Client list can be filtered using tags.
User having permission MasterData:Yes
can add/delete tags.
# Client Default Team
Scenarios where this can be useful
- A team member acts as a single point of contact for a client, then he could be added to Client.
- You want a particular team to work on all tasks pertaining to a client
You can add Team members to client, which will be automatically assigned to all the tasks of that particular client.
To add/edit team members visit Client View
> Edit
Tab.
This will affect the tasks that are created after the team member is added to that client. It does not affect tasks which are already created.
# Tips ðŸ’
- If clients in your firm are divided between Partners, then use
Profit Center
for bifurcation of the clients between Partners. - If your firm has branches, then use
Cost Center
for bifurcation of the clients between Branches. - If a team member is dedicated to a client, add him in Default Team. When a task for this client is created, the team member will automtically be added to the Task.
Group 📒 →