Documentation Clients Create Client
Detailed guide

Create Client

The client creation form for adding a new customer record before project work begins.

Use this form to create a clean record the first time or safely update an existing one without guessing which field drives downstream behavior.

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Quick summary Step by step Guardrails Troubleshooting Related workflows

Quick summary

  • Add a new client only after confirming it is not already present under a variant name.
  • Fill enough contact detail that downstream teams can work without reopening setup.

Put it into practice

  1. Start with duplicate prevention before opening the form. Search for legal name, trading name, and common abbreviations so you do not split project and billing history across multiple records.

    InteractionsClients list: use search, clear filters, and check additional pages before clicking New Client.
    Open workflow: Clients

  2. Open New Client and enter core identity fields first. Establish a stable account name and primary contact details so every downstream workflow references one trusted client record.

    InteractionsClients page: click New Client, then complete required identity and contact fields at the top of the form.

  3. Complete commercial context fields deliberately, even when optional. These defaults influence future project setup and document behavior, so avoid placeholder values that create cleanup later.

    InteractionsCreate Client form: review company and commercial context sections before save.

  4. Save once, then immediately validate the new row from the Clients list. Confirm spelling, searchable name shape, and visible contact values before teammates begin using the record.

    InteractionsCreate Client form: click Create, then reopen the new client from the Clients table.
    Open workflow: Client Detail

  5. If this client is being created to start delivery work, continue directly to project creation so new estimates, quotes, and invoices attach to the correct account from day one.

    InteractionsFrom Client Detail or Clients list: open the New Project workflow once account validation is complete.
    Open workflow: Create Project

What to review

Page header and breadcrumb

Confirms whether you are creating or editing, gives you the back path, and is the quickest way to avoid updating the wrong record.

Primary form sections

The form is grouped so you can complete one block at a time instead of hunting for every field in a single long screen.

Required inputs and field labels

Every required label tells you what must exist before the record can be saved; blank or invalid values should be corrected before moving on.

Validation and inline errors

Use these messages as instructions, not warnings to dismiss. They tell you exactly which field blocks save and why.

Primary save action

Commits the record only after the form validates. Use it after reviewing every section because it is the action that changes workspace data.

Cancel or return action

Leaves the form and takes you back without finishing the workflow. Use it when you opened the wrong record or need to check related data first.

Client identity

This is where you capture the name the rest of the workspace will use and search by.

Contact and company details

Use accurate contacts because these values often drive documents and follow-up actions.

Commercial context fields

Any optional commercial fields should still be reviewed because they affect later work quality.

Guardrails

  • Required identifying information must be valid before save.
  • Only users with client-create permission should be able to add records.

If it starts drifting

  • If save fails, check required contact or company fields before changing optional details.