Manage Your Clients
By Rain1 author18 articles
Client Settings & Organization
Client cards, custom fields, client list views, bulk actions, parent companies, and client groups.
How to use client groups?Create and manage client groups in Uku to segment clients by service type or status, assign clients to groups, and use groups to filter reports and monitor performance.
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 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 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.
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.
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.
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.
Add & Import Clients
Add clients manually, bulk import from Excel, import contacts, and update existing data.
How to add clients?Adding clients allows you to tie a task to a customer and keep all necessary client info in one place
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…
How to import contacts from Excel?Import client contacts in bulk from an XLSX file into Uku by mapping columns, verifying matches, and confirming the import.
How to update data by import?Mass-update client and contact information in Uku by exporting your data, editing the file, and re-importing it with mapped system fields and custom fields.
Work Plans & Documents
Task plans, document storage and management, exports, and client onboarding.
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 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 control visibility of client notesControl who can see notes added to a client profile by setting visibility to everyone, admins only, or specific members.
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.
Deactivate & Delete
Deactivate clients to preserve history, or permanently delete them.
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.