Client List
View all client records with their contact details, company, and website in one list.
The Client List is the central view of every client record, showing contact details alongside the company each client belongs to.
1_client_list.png
Client List Columns
| Column | Description |
|---|---|
| SL | Row number in the list |
| Name | Client's full name |
| Phone | Dial code and mobile number |
| Client's email address | |
| City & State | Location captured on the client record |
| Company | Company the client belongs to |
| Website | Company website, opens as a link |
| Address | Client address, shortened where long |
| Action | Available controls, or Not Authorized |
Reading the List
- Fields left blank on the client record are shown as - - or Null.
- Long addresses are truncated in the column and shown in full on the client record.
- Website entries are rendered as links where a URL was captured.
Permissions
The Action column shows Not Authorized where the signed-in user does not have rights over that client record. Controls appear only for users with the required permission.
Paging
Use the pagination controls beneath the table to move through the list. The total item count is shown alongside them.
Capture the country, state, and city when adding a client. Records saved without them show Null in the City & State column, which makes the list harder to scan.