Manage clients

Clients are the people or companies you do work for. Every project belongs to a client, so you usually add the client before creating their projects.

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Add a client

1. Go to Clients and click Add Client, or use the quick add + button and pick Client.
2. Fill in the name and client type, which are required, then any of the optional fields: VAT number, ID card, contact email, contact phone, postal address and notes.
3. Save.

Client type is either Person or Company. See Client details for what each field is for. As you type a phone number or email address, Arkata checks whether another client already has it. A Possible duplicate client warning shows the existing record with an Open button so you can go to it instead. The warning never stops you saving; it is there so the same person does not end up listed twice.

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Find a client

On the Clients page, search by name and switch between the Active and Inactive tabs. The client picker elsewhere in Arkata, such as when you create a project, has its own search. Searching a client’s full name returns that client on its own. Partial words return everything that looks like a match.

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Edit a client

Click any field on the client page to edit it in place, or click Edit Client to change several at once. The edit window also has an Active / Inactive switch. Setting a client to inactive moves them to the Inactive tab without deleting anything.

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What is on a client page

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Delete a client

Partners and Admins only. Delete a client from the Clients list or from the client page.

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Next steps