The Client Landing page provides a centralised hub for accessing and managing all created clients. It offers key details such as client name, parent name, industry, state, city, and more.
To navigate to the Job Landing page, follow these steps:
- Navigate to the main navigation header bar and click on Clients.
- You will initially view a default Graph view; scroll to the bottom to access the list of all created clients.
To change the default Graph view to either List or Grid view, simply click on the List/Grid view option located at the top-right corner of your screen.
Clients - Add Client
Actions to perform on the Client Landing page:
-
Create a Client.
- Search: Enables you to quickly find specific clients by searching for keywords or phrases.
- Refresh: Allows you to update the client landing page to ensure you have the most recent information.
- Proximity: The proximity search feature allows you to find clients by entering an address and setting a specific kilometer (KM) range around that address as a permanent filter.
- Graph view: Presents client data in a visual format, providing an overview of client relationships and interactions.
- List or Grid view: Lets you switch between a detailed list view or a condensed grid view for viewing client information according to your preference.
Under the three-dot button:
- Actions to customise columns: Provides options to customise the displayed columns, allowing you to focus on the most relevant client details. Each column consists of column filter to preform specific searches.
- Advanced search: Offers advanced search functionality with additional filtering options to refine your search results and find specific clients more efficiently.
- Filters and folders: Allows you to filter client data based on various criteria and organise clients into folders for better categorisation and organisation.
- Send SMS: This feature allows you to send SMS messages to Client(s), Contacts, Primary Contacts or All. To do this, first select the client(s) using the available checkboxes and then click on Send SMS.
- Send Mail: This feature allows you to send email to Client(s), Contacts, Primary Contacts or All. To do this, first select the client(s) using the available checkboxes and then click on Send Mail.
Send SMS & Send Mail works for one or multiple selection at a time.
- Share Client: Click on the checkbox placed in front of the client’s name to share client with Entire OnHire to maintain a synchronised client repository, ensure data consistency, and streamline job sharing by eliminating redundant entries. It works for one selection at a time.
Recommend reading: To read more details on how to share a client, click here: Create Client.
- Column Filters: You can use the column filters to refine the data displayed in a particular column based on specific criteria or conditions.
Under the three-dot button placed in front of the client's name:
- View Summary: Will let you navigate to the client summary page where you can find details of client.
- Share Client: Share client with Entire OnHire to maintain a synchronised client repository, ensure data consistency, and streamline job sharing by eliminating redundant entries.
Client Landing Page - Actions
Recommend reading: To view how the client and their details appear in Entire OnHire, click here: ClientProfile.
Actions to perform while scrolling right:
- Client Email: Send email to client from here itself.
- Phone Number: Make calls if a calling app is integrated and installed in your system, provided the phone number is available.
Client Landing - Email/Call
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