Clients tab
By default, the Clients tab shows a list of all your clients with several filters above the table.
You can select another view or create a new one by clicking on the View dropdown list. For details, see the Smart views article.
To open a client profile, click on its row in the table. To open the profile in edit mode, click the
icon. For details, see the Client profile section.To add a new client, click the Add Client button. For details, see the Create a new client profile guide.
Click the Import or Export buttons to add new clients from other sources or export the existing ones. For details, see the Data import and export guide.
If you select a checkbox in the left-hand column, several additional buttons are displayed above the list.
Click the Delete button to erase the client from the system. To delete all their personal information, click the
icon and the Erase Personal Data button.You can’t delete several client profiles at once. Therefore, the Delete button is displayed when only one profile is selected.
Click the Send CRM E-mail button to e-mail the selected client(s). You will be directed to the New E-mail page.
Click the Add Quote for Selected and Add Project for Selected buttons to create a quote or a project for the selected client. You will be directed to the Add Quote and Add Project pages accordingly. For details, see the Create a Smart Quote, Create a Classic quote, Create a Smart project, Create a Classic project guides.
Click the Multiple Change button to make changes to the most important data of one or several clients at once. For details, see the Use the multiple change option – Clients guide.
You can also change the same settings in the client profiles. However, using the Multiple Change option might be more convenient, especially when editing rates.
If you select two client profiles, a Merge Profiles button is displayed above the list. Use this option to get rid of duplicated profiles.
Profile 1 will be the primary one, so the data from this profile will be prioritized during the merging. Click the 
icon to change which profile will be the primary one
.