Adding and managing clients

Client fields, editing, and what deletion removes.

Client record

Name, contact name, email, website, notes. There are no custom client fields and no stored payment details for the client.

List and card

Clients search by name, contact, email, and website. The client page lists that client’s assets, missing owner/payer, and upcoming renewal costs for those assets.

Delete

Owners and Admins can delete a client. Assets on that client are deleted with it. Members can create and edit but not delete.

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