Create a client with its details and contacts
Register a client from the side panel with its tax and contact details and the people you will consult or report to.
How to complete new client
- 01
Open the panel
In Clients select New client, at the top right, or Add new client when the list is empty. The New Client side panel opens.
- 02
Enter the name
The top of the panel shows the organization the client will be created in (Organization). Type the name in Client Name: it is the only required field. The client is created with Active status.
- 03
Fill in the general details
Email and Phone are optional. To add the tax ID, website, address, city and country (Paraguay by default), open ADDITIONAL DETAILS.
- 04
Add contacts
Select Add contact and fill in Name (required), Phone and Role, for example "Project manager". You can add several people; contacts without a name are not saved, and each one is removed with the trash icon.
- 05
Leave internal notes
Inside ADDITIONAL DETAILS, use Notes for internal information about the client, such as billing terms or who should receive documents.
- 06
Save
Select Save Client. The panel closes and the client is added to the directory. If it does not show up in the list yet, reload the page. Cancel or the X closes the panel without saving.
What you'll learn
How create a client with its details and contacts works inside Perfour.
What information you need and how it stays connected to Clients.
How to preserve traceability and find the record later.
Frequently asked questions
Which fields are required?+
Only the client name. For contacts, each person's name.
Which organization is the client created in?+
The one shown at the top of the panel, under Organization: your personal organization or, if you do not have one, one you own. It cannot be changed from this screen. To create a client in a project's organization, create it from the New project panel.