By Janika1 author8 articles
Client settings and contact roles
How to use client custom fields?Create client custom fields to add more information for the client
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?Instead of entering customers one by one, you can use XLSX import for a large customer base.
How to deactivate a client?Remove the clients that you don't serve at the moment.
How to delete a client?Delete your client from Uku.
How to use the client list?Group clients more effectively by adding filters
How to create a work plan for my client?Make a work plan that suits the client so that all the work is written down correctly.