Managing Clients & Contacts

Your Client Directory

The Clients section is the foundation of your CRM. Every quote, order, and invoice is linked to a client record.

Adding a Client

1. Go to Clients and click Add Client
2. Fill in their details:
   • Name – First and last name or company name
   • Email and Phone
   • Company Name and VAT Number
   • Address – Full postal address
   • Source – How they found you (referral, website, etc.)
   • Tags – Categorise clients with custom tags
   • Notes – Any additional information
3. Click Save

Client Hierarchy

Twentu CRM supports parent/sub-client relationships for organisational structures:

• A parent client (e.g., a company) can have multiple sub-clients (e.g., departments or contacts)
• Sub-clients can have their own billing or inherit from the parent
• Set Billing Mode to “Individual” or “Consolidated” to control how sub-clients are invoiced

Searching & Filtering

Use the search bar to find clients by name, email, company, or phone. Filter the list by:

• Status (Active or Archived)
• Type (Direct clients only, or include sub-clients)
• Top-level only (Hide sub-clients)

Client Portal Access

Each client can have a Portal Email which gives them access to view their quotes and invoices online. This is separate from their contact email if needed.