Clients & Contacts

Add and edit clients

Create a new client with registry autocomplete, assign team members with roles, set client preferences, and edit existing client records.

Anti-money laundering (AML) compliance

Enable the AML app to add compliance fields to client records and auto-create reminders when documents or risk profiles near expiry.

Client and contact custom fields

Add custom fields to client and contact records for data beyond built-in fields — tax IDs, compliance dates, preferred language, and more.

Client groups and organization

Create client groups by industry, region, or tier. Filter reports, invoices, dashboards, and monitoring targets by group.

Deactivating vs deleting a client

Understand when to deactivate a client (reversible, history preserved) vs delete one permanently (Company Owner only, cannot be undone).

Import and export clients

Import clients from Excel with column mapping and preview, update records by registration code, and export clients or contacts as CSV.

Look up UK companies with Companies House

Auto-fill UK client details from the Companies House public registry while adding or editing a client in Uku.

Managing contacts

Contacts are the people linked to a client. Add them, assign roles, grant Client Portal access, and send invitations from the client record.

Notes and note templates

Write notes on clients, members, suppliers, and projects. Pin, restrict, attach files, and use templates for recurring note structures.

Suppliers — Manage Vendor Relationships in Uku

Enable the Suppliers app to manage vendors, partners, and subcontractors. Define supplier types with custom fields and keep notes on each.

The client list

View, filter, sort, and act on all clients from the central client list. Customize columns, use bulk actions, and add or import clients.

Understanding the client view

The client view organises data into Client tasks, Activity, Files, and Financials tabs. Learn what each tab contains and how to navigate it.