Clients

Fields

A client record is the contact point for a person or organisation you do work for. The fields you'll set are:

Client name

required

The client's name (person or organisation). Required.

NIF

Portuguese NIF, up to 9 characters. Optional — kept on the client record for reference.

Email

Used for notifications. The portal login email is set when you create the client's account.

Phone

Free-text phone number.

Address

Postal address.

City / Area

City or area.

Zip code

Postal code.

Portal access

On the Core and Professional plans you can give a client access to the client portal: on the Clients page, open the client's actions menu and choose "Create Mobile Account", with the client's login email. The password is generated automatically and you can email it to the client; later, "Reset password", in the same menu, sends them a new one.

In the portal, the client sees their projects and stages, opens and downloads the files in client-review stages, approves or requests changes on each file (with a note, required when requesting changes), sees the review history and the events they attend, and can send a message to your firm.

The client can't upload files or edit the project, and can't see other clients, your team, your firm's calendar or billing.

Deletion behaviour

Any employee can delete a client. The client leaves the lists, but the data is kept — there's no restore inside the product; if you need a record back, contact support.

Deleting a client also deletes their portal login: they can no longer sign in.