Accessing the Clients Module

To access the Clients module from the Home page, select Branding > Campaigns.   

Then click on the Clients tab at the top.

The list of available clients will display in a grid with a selection of the available data.

Add or Edit a Client

To add a new client press the Add New Client button and a blank form will open.

To edit a client press the edit icon  to the left of the client name or double-click on the row and the filled in form will appear.

Form Fields Include:

• Name
• Client ID
• Contact
• Phone
• Email
• Address 1
• Address 2
• City
• Province or State
• Country
• Postal Code

Remove a Client

There are a couple ways to remove clients you no longer need.

Remove an Individual Client

Locate the client you want to remove and press the remove icon  to the left of the client name. 

You will be prompted to confirm that you want to remove the selected client.

Remove Multiple Clients at Once

Select each of the clients that are to be removed by clicking the checkbox in the first column so that it display a checkbox. Once you have selected all the clients you want to remove press the Remove Selected button in the header of the client list.