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Admin – Add Client (Project Management Module)

Summary

Admins can easily add new clients to the Project Management Module by filling in a form with essential details, such as client name, contact information, and address. Once added, clients can be edited, deleted, or viewed from the client grid.

In this article

  • Before you begin
  • Step 1:  Navigate to the "Client" Tab
  • Step 2: Add a New Client
  • Step 3: Client Grid Actions
  •  Frequently Asked Questions (FAQ)

Before you begin

  • You must be logged in with admin permissions to add new clients.
  • Ensure you have the necessary client details ready, including contact information, company name, and address.

Step 1. Navigate to the "Client" Tab

  1. Log in to your Plumm account.
  2. Go to the Project Management page from the dashboard.
  3. Click on the "Client" tab to view the list of existing clients.

Step 2. Add a New Client

  1. Click on the "Add Client" button on the Client page.
  2. A form will appear in the sidebar with the following fields. Fill in the required details:
    • Client Name: Enter the name of the client (e.g., "ABC Corp").
    • Client Code: Enter a unique identifier for the client (e.g., "ABC001").
    • Contact Person First Name: Enter the first name of the client's contact person (e.g., "John").
    • Contact Person Last Name: Enter the last name of the client's contact person (e.g., "Doe").
    • Email ID: Enter the valid email address for the client’s contact person.
    • Contact Number: Enter the client’s contact number (e.g., "123-456-7890").
    • Headcount: Enter the total number of employees for the client (e.g., "50").
    • Country: Select the client’s country from the dropdown list.
    • City: Enter the client’s city (e.g., "New York").
    • Address: Enter the client’s full address (e.g., "123 Main Street, New York, NY").
  3. Once all fields are filled, click Submit to add the client to the system.

Step 3. Client Grid Actions

Once the client is added, they will appear in the Client Grid. You can perform the following actions:
  1. Edit: Click Edit to modify the client's details.
  2. Delete: Click Delete to remove the client from the system.
  3. View: Click View to see the full details of the client, including contact information and projects associated with them.

Frequently Asked Questions (FAQ)

1.Can I assign multiple clients at once?

 No, you can only add one client at a time using the "Add Client" button.
 

2. What happens if I accidentally delete a client?

Deleting a client is permanent, and you cannot recover the deleted client. Ensure you have all necessary information before deletion.

3. Is it mandatory to fill in all the fields?

Yes, all fields are required to ensure that the client’s information is complete and accurate in the system.
 
 

4.Can I update the client's contact details after adding them?

 Yes, you can edit any of the client’s details by clicking the Edit button in the Client Grid.

5.What if I don’t have the client’s email or contact number?

 It is recommended to have the client’s contact information to ensure smooth communication. However, the system may allow leaving fields blank depending on the configuration.