Client Settings & Organization
Client cards, custom fields, client list views, bulk actions, parent companies, and client groups.
By Rain1 author7 articles
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.