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Managing Clients

Clients are the core business entities in InstaCRUD. A client typically represents a customer organization or company that you work with.

Clients List​

Navigate to Clients from the sidebar to view all clients in your organization.

Clients List

The list displays:

  • Name - The client's name (click to view details)
  • Code - A unique identifier code
  • Type - The client type classification
  • Actions - Edit and delete options

Pagination​

The clients list shows 10 records per page. Use the pagination controls at the bottom to navigate between pages.

Creating a New Client​

  1. Click the New Client button in the top-right corner
  2. Fill in the required fields:

New Client Modal

FieldRequiredDescription
NameYesThe client's display name
CodeYesA unique identifier (e.g., "ACME-001")
TypeYesSelect from the available client types
DescriptionNoAdditional notes about the client
  1. Click Save to create the client

Client Detail View​

Click on a client name to open the detail view.

Client Detail

The detail view shows:

  • Client Information - Name, code, type, and description
  • Associated Contacts - People linked to this client
  • Associated Addresses - Addresses linked to this client
  • Projects - Projects belonging to this client

Editing Client Information​

  1. Click the Edit button
  2. Modify the fields as needed
  3. Click Save to apply changes

Managing Client Contacts​

From the client detail view, you can manage associated contacts:

Adding an Existing Contact​

  1. In the Contacts section, click Add Contact
  2. Select a contact from the dropdown
  3. The contact will be linked to this client

Creating a New Contact​

  1. Click Create New in the Contacts section
  2. Fill in the contact details
  3. The new contact will be automatically linked to this client

Removing a Contact​

  1. Find the contact in the list
  2. Click the remove/unlink button
  3. The contact will be unlinked (not deleted)

Managing Client Addresses​

Similar to contacts, you can manage addresses:

Adding an Existing Address​

  1. In the Addresses section, click Add Address
  2. Select an address from the dropdown

Creating a New Address​

  1. Click Create New in the Addresses section
  2. Fill in the address details (street, city, state, zip, country)
  3. The new address will be automatically linked

Removing an Address​

  1. Find the address in the list
  2. Click the remove/unlink button

Viewing Client Projects​

The client detail view displays all projects associated with this client. Click on any project to navigate to its detail page.

Deleting a Client​

  1. Navigate to the client detail view or use the delete action in the list
  2. Click Delete
  3. Confirm the deletion when prompted
warning

Deleting a client may affect associated projects and data. Make sure you want to permanently remove this record.

Best Practices​

  • Use meaningful codes - Create a consistent code format (e.g., "COMPANY-001")
  • Keep descriptions updated - Add notes about special requirements or preferences
  • Link all relevant contacts - Ensure all stakeholders are associated with the client
  • Add complete addresses - Include all client locations for reference