Clients Guides
Client profiles, client management, balances, imports, and visibility.
Clients
Browse the latest Clientish documentation articles.
The main Clients screen — every account in one table, split by pipeline stage, with per-row actions.
Everything about one client on a single page — orders, invoices, tickets, balance, and activity.
Narrow a long client directory down to the rows you need, then act on all of them at once.
Create a client record, keep it current, and remove it when the relationship ends.
Where a client sits in your pipeline, and who on your team owns the relationship.
Prepaid credit a client can spend against services and invoices.
Combine duplicate records into one without losing their orders or invoices.
Bring an existing client list in, or take your directory out as a file.
Hide specific client fields from specific roles, without hiding the client itself.