- Apr 7, 2025
- 1 min read
Updated: Apr 10, 2025
Clients Overview
Tired of having to maintain complicated spreadsheets to store information on the people you work with? With Clients, you can keep track of all the people you work with in just a few clicks.
What Information Can I Track?
We currently support the following features for each client:
Name
Primary Email Address
Secondary Email Address
Primary Phone Number
Secondary Phone Number
Address (with directions)
Notes (bold, links, etc. is all supported)
Only a name is required, so each client can handle unique information!
Add a Client
Adding a client is as simple as a few clicks away. Just enter the information you have on them. This can always be editing later. Learn More
Filtering Clients
Have a large list of clients? You can filter by name/primary email, and sort by nam, primary email, and date last modified. Learn More
Edit a Client
Editing a client is just as easy, and can be done at any time. Just open up the detail view, make your changes, and save. Learn More
Remove a Client
Have someone on your Clients list you don't want there anymore? You can delete a Client at any time. Learn More

