# Clients

On [the Clients page](https://cubicl.io/clients), you can 

* add your company's clients,
* add tasks, deals, and files related to them,
* add notes for clients,
* view tasks and activities.

All clients of the organization are listed on the Client page. From this page, you can **add new clients** to your organization and view them. You can use the **search** button to search your clients with their name, contact name, phone number, or e-mail.

When you mouse-over the client, on the right side of the screen, you can see tasks, deals, and recent activities on the client. You can click on the client's name and go to the **client details page**.

You can **download** the client list in **Excel** format. 

![Clients Page](https://3670270150-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LbxWaexmzqc9FHYL1l4%2F-Mb7AMVokKeAD8_x6UYT%2F-Mb7XN-XHlQc7fIVX-cV%2Fimage.png?alt=media\&token=03be4c6b-9323-4391-989c-052d901e93f1)

## Add a Client

Click the **Add Client** button to create a client. If you wish, you can import your clients from an excel file to Cubicl, or you can add them one by one.

![Adding a Client](https://3670270150-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LbxWaexmzqc9FHYL1l4%2F-Mb7AMVokKeAD8_x6UYT%2F-Mb7XUAX4GK7TBqiesP1%2Fimage.png?alt=media\&token=941433f2-3f95-4929-889e-f8315061fb1e)

When you click on the Add Client button, the **create client form** will appear:

![Create a Client](https://3670270150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LbxWaexmzqc9FHYL1l4%2Fuploads%2FgF2gideYayPRblCZjlm8%2Fimage.png?alt=media\&token=2d3fc418-1ff3-49f4-b965-89c45e54dc90)

Add your clients’ company information. In Cubicl, the **short name**, **full name**, **phone**, and **email** fields are available by default. Add the contacts you communicate with—these can be other people within that company. You can also add your client’s billing information.

### Adding a New Field to a Client

If there is information you want to include that is not available in the client creation form, click the **Add New Field** button.

Create the fields you want to add. For example, invoice number or registration document number.

To delete a field you added, go to the **Add New Field** page, hover over the field, and delete it. This will remove the field from the client form.

![Adding New Fields](https://3670270150-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LbxWaexmzqc9FHYL1l4%2F-Mb7AMVokKeAD8_x6UYT%2F-Mb7YcU2dDqhK9NHjvRs%2FEkran%20G%C3%B6r%C3%BCnt%C3%BCs%C3%BC%20\(159\).png?alt=media\&token=fa09bca9-4477-47e2-b62d-c56911f2f029)

### Assigning a Portal Client Manager to a Client

Assign Portal Client Managers to your client. This way, when a support request comes from that client and the responsible party for the request is set as Client Managers, only the assigned client manager will receive notifications about the support request and any files uploaded by the client to the portal.

For more detailed information, visit [Client Portal> Managers on Support Topics](https://docs.cubicl.io/client-portal#managers-on-support-topics).

### Importing Clients / Bulk Client Upload

You can upload your clients to Cubicl in bulk using an Excel file. To do this, click the arrow next to the **Add Client** button and then click **Import Clients**.

![Adding a Client](https://3670270150-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LbxWaexmzqc9FHYL1l4%2F-Mb7AMVokKeAD8_x6UYT%2F-Mb7XUAX4GK7TBqiesP1%2Fimage.png?alt=media\&token=941433f2-3f95-4929-889e-f8315061fb1e)

**NOTE:** When importing clients, you can add only one contact detail per client. Two or more contact entries are not supported.

<figure><img src="https://3670270150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LbxWaexmzqc9FHYL1l4%2Fuploads%2FGPKEY2iJcGVEIxgGnrnL%2Fimport-clients.png?alt=media&#x26;token=2540c5da-5d63-4629-b0d1-ba5eab96952d" alt=""><figcaption></figcaption></figure>

## Merge Clients

Sometimes you may have created customer records in Cubicl for people from an organization, team or company. Or, when your customers create a support request, a new client is recorded. In such cases, your list of clients may become longer. However, if you wish, you can merge different client records under a single client record. Thus, your client list do not be crowded and you can do your tasks easier and faster.&#x20;

You can merge your clients belonging to the same organization from the **Actions > Merge** option on the relevant client's detail page.

![Merge Clients](https://3670270150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LbxWaexmzqc9FHYL1l4%2Fuploads%2F1dwDYkM9ROV6CpQE5wUG%2Fmerge%20client.png?alt=media\&token=9c32167f-ee66-4d3a-a41a-f9316c386808)

In the blue info box of the merge clients modal, Cubicl suggests accounts that may belong to the same organization. You can also search by name, email, or phone number to find the target customer.

<figure><img src="https://3670270150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LbxWaexmzqc9FHYL1l4%2Fuploads%2FdOXrYHXNmPCWw0JTta6n%2Fmerge%20client%20form.png?alt=media&#x26;token=47e61d82-8733-4de4-983d-e187348a2f34" alt="" width="563"><figcaption><p>2 clients can be merged.</p></figcaption></figure>

When you merge your clients, the current client is combined with the target client record. The current client's links are added to the target client's links. Details that are not in the target client but in the current client are transferred to the target client. All records of the current client (tasks, offers, portal datas, activities, bookkeeping entries, etc.) are transferred to the target client. Finally, the current client is **permanently** deleted.

![Merged Clients](https://3670270150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LbxWaexmzqc9FHYL1l4%2Fuploads%2FTnlIpawZ1TjVO8bDVSls%2Fmerged%20contacts.png?alt=media\&token=a6b6a216-5174-416b-8758-2e3d3f68c02c)

If you want to view your client suggestions that may belong to the same organization, click the yellow light bulb button on the Clients page.

![Suggestion for Merging Clients](https://3670270150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LbxWaexmzqc9FHYL1l4%2Fuploads%2FayGhToLQU6pCmKePvRSh%2Fsuggestion.png?alt=media\&token=fe0790b4-8d10-4d78-b7e6-3619edd739fa)

## User Permissions

You can edit user permissions from Actions menu in Clients page.

<figure><img src="https://3670270150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LbxWaexmzqc9FHYL1l4%2Fuploads%2F9OWQ4ctf5tVTcAiPh6Q9%2FScreenshot%202024-12-13%20at%2016.52.30.png?alt=media&#x26;token=19d5a96f-c15d-4d00-b4d8-4b790abd4cbd" alt="" width="177"><figcaption><p>Actions menu</p></figcaption></figure>

Users can have authority on clients page. The permission levels are listed as follows: None, View, Contribute, Edit, and Manage.

* **None**: Nobody can view or change the clients.
* **View**: Users can only view client's information and activities.
* **Contribute**: They can create clients and add notes.
* **Edit**: They can change clients' information.
* **Delete:** They can delete a client completely.
* **Manage**: They can view, contribute, edit, and delete clients. They can dowload clients in Excel form. Additionally,  they can set user permissions for clients page. **First** **account manager** always has the manage permission.

**NOTE:** Even if a person does not have permission to view all clients, they can still access the clients they are assigned to as responsible. By clicking on the client’s name tagged in the task or using the client’s page link, they can view details and related activities for those clients.

![Edit User Permissions](https://3670270150-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LbxWaexmzqc9FHYL1l4%2F-Mb7AMVokKeAD8_x6UYT%2F-Mb7ZTSJ9IDoFah6JN5I%2Fimage.png?alt=media\&token=9fe9779d-8d08-4289-821d-ea3c43e2bd47)

**By default**, users' permission level is the **view** and account managers' permission level is the **manage,** but you can give permissions to users individually.

## Delete All Clients

You can delete all clients from Actions menu in Clients page.

<figure><img src="https://3670270150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LbxWaexmzqc9FHYL1l4%2Fuploads%2F9OWQ4ctf5tVTcAiPh6Q9%2FScreenshot%202024-12-13%20at%2016.52.30.png?alt=media&#x26;token=19d5a96f-c15d-4d00-b4d8-4b790abd4cbd" alt="" width="177"><figcaption><p>Delete all clients</p></figcaption></figure>

## Download All Clients

You can download all clients and their associated contacts directly from the Actions menu on the Clients page.&#x20;

<figure><img src="https://3670270150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LbxWaexmzqc9FHYL1l4%2Fuploads%2F9OWQ4ctf5tVTcAiPh6Q9%2FScreenshot%202024-12-13%20at%2016.52.30.png?alt=media&#x26;token=19d5a96f-c15d-4d00-b4d8-4b790abd4cbd" alt="" width="177"><figcaption><p>Export all clients</p></figcaption></figure>

The exported Excel file includes two sheets: Clients and Contacts.&#x20;

The Clients sheet provides information about each client, including client name, phone, email, full name, client manager, address, tax administration, tax number, number of contacts, and any additional fields you've added.&#x20;

The Contacts sheet contains records of the contacts associated with your clients, including client name, contact name, contact position, contact phone, and contact email.

## Client Details

On this page, you can see the client's info, tasks, deals, notes, activities, and files of the client. On the right side of the page, the tagged deals to the client and the client-related tasks are listed. Tasks are grouped as Overdue Tasks, Pending Tasks, and Completed Tasks. Each task the client is tagged in is shown here. From this page, you can do all the client-related activities.

![Client Details](https://3670270150-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LbxWaexmzqc9FHYL1l4%2F-Mb7AMVokKeAD8_x6UYT%2F-Mb7Ze9HnLr_DfNXtiL3%2Fimage.png?alt=media\&token=15f7363a-4b46-4ce9-96aa-1d9368b78eb7)

### Actions Menu

The client can be edited by clicking the **Actions** button in the client details.

You can **delete** the client from the edit page. Deleting the client will delete all related client activities and remove client information from all client tasks. However, the tasks will not be deleted.

Via actions button, you can also invite the client to the Client Portal. The Client Portal provides collecting support requests from your clients and sharing the task you done for your clients and the files related to them. For more detailed information, visit the [Client Portal](https://docs.cubicl.io/crm/client-portal) page.

You can create a task for a client by clicking the **Create Task** button.

![Actions Menu](https://3670270150-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LbxWaexmzqc9FHYL1l4%2F-Mb7AMVokKeAD8_x6UYT%2F-Mb7Zq0w1QUtYEW497Gd%2Fimage.png?alt=media\&token=9719398f-bdef-457c-942d-6a1e2dbde8d0)

### Adding Notes to the Client

The notes you add are shown on the client's activities page. These notes are not attached to tasks, they are just notes on the client.

![Adding Note](https://3670270150-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LbxWaexmzqc9FHYL1l4%2F-Mb7AMVokKeAD8_x6UYT%2F-Mb7_DH-B1TYCnbMhTok%2Fimage.png?alt=media\&token=c38b0718-2e31-4b95-94ed-cc3fea8d215c)

### Client Activities

Under the client's details, you can see the latest activities related to the client. When you create a new client, add a task to the client, update its details, and so on, an activity record is created for the relevant client. In this way, you can see the latest changes on her.

![Activities on the Client](https://3670270150-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LbxWaexmzqc9FHYL1l4%2F-Mb7AMVokKeAD8_x6UYT%2F-Mb7_LJzvMm75wDSpysW%2Fimage.png?alt=media\&token=c158b434-a828-45ee-b2fa-0729c9c43409)

### Client Tasks

Tasks in which clients are tagged listed here. The priority of the tasks, their states, the project they are in, their creation and completion date, their assignees, and task creator are shown.

![Tasks on the Client](https://3670270150-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LbxWaexmzqc9FHYL1l4%2F-Mb7AMVokKeAD8_x6UYT%2F-Mb7_TTFO5UdQR64x4vF%2Fimage.png?alt=media\&token=8e678a82-f299-4c58-97ea-d3a4c15b1edd)

### Client Deals

Deals on the client are listed here. Name of the creator of the deal, deal name, value, creation date, and stage are shown. Users must have permission to view the Deals page to view this page.

![Deals on the Client](https://3670270150-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LbxWaexmzqc9FHYL1l4%2F-Mb7AMVokKeAD8_x6UYT%2F-Mb7_ZjJOfB_6QbcZgrD%2Fimage.png?alt=media\&token=5e9192ea-67ba-4a11-8324-196d9ad8d32d)

### Client Files

You can upload files related to the client or create a folder about them.

**NOTE:** **Files in tasks** that the client is added **are not uploaded** here.

![Files on the Client](https://3670270150-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LbxWaexmzqc9FHYL1l4%2F-Mb7AMVokKeAD8_x6UYT%2F-Mb7_oRpZyZCfyCY3I8G%2Fimage.png?alt=media\&token=23374bf6-5e14-4d1b-b7f2-c24eefdd0cf3)

In order for the uploaded files and folders to be visible to the client in the client's portal, the files you add to this area must be shared with the client. You can unshare later.

<figure><img src="https://3670270150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LbxWaexmzqc9FHYL1l4%2Fuploads%2Fv0hUjXL8pIJn0lK65KnW%2FScreenshot%202024-07-23%20at%2016.42.07.png?alt=media&#x26;token=b63b9343-0d14-44ef-8781-58d71cfc8bc8" alt="" width="204"><figcaption><p>Shared folder with a client</p></figcaption></figure>

Files shared by the client with the organization through the client portal also appear here.

<figure><img src="https://3670270150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LbxWaexmzqc9FHYL1l4%2Fuploads%2FOXScqlL5oqjcjqwNuqy8%2FScreenshot%202024-07-23%20at%2016.44.13.png?alt=media&#x26;token=3ec87351-9ff1-4638-88dc-e3a7569a0d42" alt=""><figcaption><p>Files page from a client's portal account</p></figcaption></figure>

To download multiple files or folders, click the **Select** option for each item you want to download. Then, click the **Actions> Download** button at the top. The selected files will be downloaded in **ZIP** format.

<figure><img src="https://3670270150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LbxWaexmzqc9FHYL1l4%2Fuploads%2FnIbQMYDDyykPMsh5QHBd%2FScreenshot%202025-01-27%20at%2010.22.48.png?alt=media&#x26;token=aed5c8bd-e836-4769-8a5c-93a7547b364e" alt=""><figcaption><p>Bulk download of client files</p></figcaption></figure>

### Client Bookkeeping&#x20;

Payment records of the client are displayed in this field. You can view the client's receivables and payables here. Users must have permission to view the Bookkeeping page to view this page.

<figure><img src="https://3670270150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LbxWaexmzqc9FHYL1l4%2Fuploads%2FHOBh3LH5BXuljqAvJPEl%2FScreenshot_3.jpg?alt=media&#x26;token=1aa75725-3657-4269-9775-e69c2b01cc95" alt="" width="563"><figcaption><p>Client Bookkeeping </p></figcaption></figure>

## Activities Page

On the activities page, the activities on **all** the clients of the organization and the notes of the users were shown.

![All Activities](https://3670270150-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LbxWaexmzqc9FHYL1l4%2F-Mb7AMVokKeAD8_x6UYT%2F-Mb7_vnzbRvC3WPNV7BC%2Fimage.png?alt=media\&token=d63d582b-4451-461e-9216-53323cd12354)

## Adding Client to a Task

You can add clients to the tasks you create. If you are creating a task related to a client, you can add the client by typing the client name in **the client box** in the **task form**. You can see the client of the task on the task detail page, and the client's tasks on the client detail page. Changes you make to the task will be reflected as activities on the clients' activities page.

![Adding the Client Already Added](https://3670270150-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LbxWaexmzqc9FHYL1l4%2F-Mb7AMVokKeAD8_x6UYT%2F-Mb7a8DpBRpvOsP8Aqky%2Fimage.png?alt=media\&token=075e7b62-76ea-45a9-b635-67dcbe17262a)

If you have not created the client you will add to the task before, you can create it through the task.

![Creating New Client on Task Page](https://3670270150-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LbxWaexmzqc9FHYL1l4%2F-Mb7AMVokKeAD8_x6UYT%2F-Mb7aMNuzvmatJqX_Kyu%2Fimage.png?alt=media\&token=9d262ce8-5c48-4bfa-9f4e-5ac5c58b3068)

### Sharing the Task with the Client&#x20;

After adding a client to the task and creating the task, you can share it with the client from the Actions button on the details page of the task.

<figure><img src="https://3670270150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LbxWaexmzqc9FHYL1l4%2Fuploads%2FeJREuK0zfcxXYRcOIY3i%2FScreenshot%202024-07-23%20at%2016.40.27.png?alt=media&#x26;token=5919c716-aabf-4713-882f-24348e2f3cdb" alt="" width="239"><figcaption><p>Share with client</p></figcaption></figure>

An email for the shared task sent to the client and the task appears in the client's portal account.

<figure><img src="https://3670270150-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LbxWaexmzqc9FHYL1l4%2Fuploads%2FQAtntoy4joJnuO25UBvS%2FScreenshot%202024-07-23%20at%2016.47.26.png?alt=media&#x26;token=b57da036-864f-45fe-a0d9-023785056b7d" alt=""><figcaption><p>Tasks page from client's portal account</p></figcaption></figure>

## Adding a Client to a Deal

You can add clients to deals from **the create offer form**. If you are not added the client before, you can create a new customer by selecting **the new client** option.

![Adding the Client to a Deal](https://3670270150-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LbxWaexmzqc9FHYL1l4%2F-Mb7AMVokKeAD8_x6UYT%2F-Mb7acSE3jK-3VBj38_S%2Fimage.png?alt=media\&token=08d1c25d-3e04-415c-9dfe-e144033b87e8)

Deals cannot be shared with clients.