Clients

🔒Requires permission:Client List

Your customer accounts — client records with contacts, contracts, positions, invoices and activity logs.

Note

Reference overview. This section has 10 features. Detailed step-by-step pages are coming — for now, each entry below gives you a short overview. Use the search bar (⌘K) to jump to any feature in the app.

Features in this section

Client list and search Every client account at a glance

Client creation Add a new client (company) to Nextal. Opens as a side panel from the clients list

Client bulk import Import many clients at once from a spreadsheet.

Client profile Everything Nextal knows about one client

Client emails The full email history with one client account, plus a composer for new messages.

Client files Where you keep every document attached to a client

Client jobs Every job you have ever opened under this client, in one filterable list.

Client contacts Every person who works at this client

Client reports A full analytics dashboard scoped to one client

Client comments Internal team notes about a client

Client tasks Follow-up reminders linked to a client.

Learn more

For a fully documented reference with how-to steps, diagrams and screenshots, see the Candidates section — it’s the prototype for what every section will look like in the next pass.