Manage Your Clients
By Rain1 author15 articles
Understanding the Uku Client CardA comprehensive guide to the Uku Client Card, covering navigation tabs (Tasks, Plan, Billing, Budgets, Projects, Communication, Documents, Overview), the information sidebar, custom fields, and frequently asked questions.
Bulk actions with clientsPerform bulk operations on multiple clients at once: manage contracts, reassign members, modify templates, update monitoring settings, and import data from integrations.
How to use the client list?Filter and organize your client list by various criteria, customize visible columns, and save views for instant access from the main menu.
How to use client custom fields?Create and configure client custom fields in Uku to store tailored information on every client profile, choosing from 11 field types and organizing them with section headings.
How to set up the parent company?Link clients to their parent company in Uku to organize related businesses and navigate between parent and subsidiary client cards.
How to export clients and client contacts?Export your client list or client contact information from Uku as an XLSX file for use in other software, record-keeping, or bulk updates.
How to delete documentsLearn how to delete documents in Uku. Documents must be removed through the tasks where they were added, not from the document list.
How to deactivate a client?Deactivate a client in Uku to remove their unfinished and future tasks while preserving all historical work data in reports.
How to delete a client?Permanently delete a client from Uku, removing all associated jobs, tasks, documents, and time-log history. Only account owners can perform this action.
How to create a work plan for my client?Create client task plans from templates or from scratch. Set bulk start dates for all recurring tasks at once. Update existing plans when you improve your templates.
How to Store and Manage Documents in UkuUku integrates with Google Drive, OneDrive, SharePoint, and Dropbox to centralize document storage. Upload once and files sync to your repository, appearing on client cards, tasks, and the client portal.
How to Import Clients from Excel?Upload an XLSX file to bulk-import clients into your Uku company account instead of adding them one by one. Map spreadsheet columns to Uku fields, including custom fields, and confirm…
Client settings and contact rolesCreate and assign contact roles to client contacts so you can quickly find the right person and auto-fill email recipients.
How to add clients?Adding clients allows you to tie a task to a customer and keep all necessary client info in one place