Clients Tab

The Clients tab is where all clients can be viewed and maintained by the user. To open the tab the user needs to click on the TAB button in the top margin and select Clients.

The tab consists of the following:

A tool bar for the client containing buttons, menus and search controls
A clients grid showing clients that match the users search criteria
A tool bar for the client groups containing buttons and menus
A clients group grid showing any client groups

Clients

Clients Tool Bar

The tool bar contains buttons and menus.

Client Tool Bar Buttons

Button	Description	Notes
	Select all clients in the grid
	Deselect all clients in the grid
	Add a new client
	Edit the client	The first selected client
	Delete clients	All selected clients
	Open contact in new tab	The first selected client
	Refresh the client grid	Based on the users current search criteria

Search Controls

Control	Description	Notes
Owner	The user that owns the client records	In a multi-user account, clients can belong to different users. Here the user can restrict which clients to view.
Group	The group the clients belong to	Clients can be organised in to groups. Here the user chooses which group to view.
Search Term	Any text to search the client database for	The user can type in any text in this box to search the client database. Fields searched are first name, last name, company, mobile phone and email address.

Clients Menu

Menu Option	Description	Notes
Add New...	Add a new client
Edit...	Edit the client	The first selected Client
Delete	Delete clients	All selected Clients
Assign to group	Assign clients to a group	All selected Clients. Assigns the users to a new or existing group
Import / Export Import Clients	Import new clients from file
Import / Export Export Clients by Groups	Exports the entire list of clients to file download	Creates an Excel spreadsheet and organises each client group in to separate sheets. As a client can belong to more than one group, the export file can contain the client more than once.
Other Actions Deduplicate Clients	Searches for and removes duplicate client records	Duplicates are found by using the mobile phone number field only.
Other Actions Bulk Delete All	Deletes all clients from the DiaryBook account
Refresh	Refresh the Client grid	Based on the users current search criteria

Clients Grid

The grid contains the list of clients that match the users current search criteria

Column	Description	Notes
First Name	Client's first name
Last Name	Client's last name
PostCode	Postcode of the address
Mobile	The client's main mobile phone number
Email	The client's email address
Owner	The owner of the client	If the client is shared the word shared is shown

Client Groups

The client groups area starts in a collapsed state. To view the grid and tool bar click on the bar that says Client Groups at the bottom of the client grid. To keep the Client Groups grid showing click on the expand icon to the right of the bar.

Group Tool Bar

The tool bar contains buttons and menus.

Group Tool Bar Buttons

Button	Description	Notes
	Select all groups in the grid
	Deselect all groups in the grid
	Add a new group
	Edit the group	The first selected group
	Refresh the client grid	Based on the users current search criteria

Client Groups Menu

Menu Option	Description	Notes
Add New...	Add a new group
Edit...	Edit the group	The first selected group
Delete	Delete groups	All selected groups
Appointment Actions Group Clients with Lapsed Appointments	Create a group of all clients whose last appointment was n months ago	Selecting this option opens the Lapsed Appointment window
More Actions Remove clients from group	Unassign all clients from the group	All selected groups
More Actions Delete clients in group	Deletes all clients belonging to the group	All selected groups
More Actions Set class name to match group name	Populates the company field of the client with the name of the group	All selected groups
More Actions Copy in to new group	Assigns all clients that belong to the selected group to another group	All selected groups The original group assignment is unaffected
Refresh	Refresh the group grid

Groups Grid

The grid contains the list of groups that clients can be organised in to. To view the grid and tool bar click on the bar that says Client Groups at the bottom of the client grid. To keep the Client Groups grid showing click on the expand icon to the right of the bar.

Column	Description	Notes
Group Name	The name given to the group
Owner	The owner of the group	If the group is shared then blank
Clients in Group	The number of clients assigned to the group

Created with the Personal Edition of HelpNDoc: Generate EPub eBooks with ease