How to manage the clients/v2

Step 1: Login to your site with credentials in browser

example site address https://support.snovasys.io

Click on sign in button

Step 2: Go to Clients

below screen will be appeared

Adding New Clients :

You can add the new client by clicking on the "New Client" button on the top right.

When you click on that button, you will get a popup with customer details fields like as below

If you click on "Cancel" button, you will be redirected to the clients page

Enter all the mandatory fields by clicking next and click on "save" button to save the client details

Then you will get the client details added in the all clients list like below

If you want to update the client details, click on edit button

You will get the edit page like as follows

You can update the details and click on save button to save the changes

Archive Clients :

To archive clients, you can click on the check box in the table then you will get an archive button like as below

Click on the archive button, then you will get a confirmation pop-up

Click on Yes to archive the client otherwise click on No

Unarchive Clients :

Click on Show inactive clients at top right side.

When you click on Show inactive clients, you will get an archived clients list

Click on the unarchive button of record that you want to unarchive, then you will get a Confirmation popup.

Click on Yes to unarchive the client otherwise click on No

Note: You can select one or more clients at a time

Downloading Clients Details:

You can download the clients details by clicking on the download symbol at top right side

When you click on the download button, you will get the downloaded file to the downloads folder.

The downloaded clients file will be as follows