Client managamenet and grouping

Screenshot of client management and grouping

In Meloworks you can easily create and manage client lists - define addresses, contacts, phones and e-mails. Additionally you can group clients for example by field of activity or by location. By default all clients belong to group "Ungrouped".

Active and archived clients

If some client is not needed anymore on daily basis, it is possible to archive it. It means, that in all other sections and forms this client is not listed anymore - you can not create new invoices or projects for archived client. If needed, you can always re-activate them.

Summary - why is it important?

  • you have clear list of all your clients;
  • you can always search clients by name or contact.