Create a list of clients in Planado and you won't have to manually enter all the client information during job creation. You'll only need to select client from the list and all his data will be copied to required fields.


Create client

Open Addresses page and click on Add client button. 


Clients  can be individual or organizations. Both have their own form, you can  use button to switch between them and choose needed type of client.

For individual you'll need to enter: first name (required field), middle and last name, mobile number and address.


For organization you'll need to enter: organization name (required field), address.


After you fill required fields, click on Add button and client will be created. After that, you will see client editing window, click on Save and close if you don't need to make any changes.


https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/13006640077/original/1454336260_58.png?1465374706If  organization has more than one address (for example, if it has a couple  of offices), you can enter main address and add additional address  using sites.


When you create the client, you can add external identificator. Open additional settings and click on Add external ID. New field will appear in the form.

External identificator can be useful if you're planning to work with clients using API and update clients with csv file uploads.


Client will appear in the list. Here you can see both organizations and individual clients.


Now when you create the job, you'll only need to enter the name in the Client  field and you'll see related search results. Select client from the  search and all other data such as address and contacts will be copied  automatically. Job will be attached to this client.


Edit client 

Open any client from the list. If you have a lot of client and need to find specific one, you can use search function.


You can make any changes to the client using the form. To save them click on Save and close.


Under the editing form, you can see the list of all jobs created for this client as well as button to create new job.

If  you change any client information - it won't change in already created  jobs. For example, if you change client address, jobs created for this  client and other fields will keep previous address and you'll have to  manually update them.

To delete client, click on Delete button in the edit form.


https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/13006640077/original/1454336260_58.png?1465374706If  you delete client, jobs created for him won't be deleted. Each job will  keep the address and contact data, but connection between the client  and the job will be lost.


If you already has your own client database you don't have to manually copy them to Planado. Upload them with csv file.


If you need any help, leave us a ticket or write to our email address: support@planado.app.