Clients

Our Client Database management is here to streamline the operations.

Store client contact details, projects, communication history, and more in one secure location.

Step 1: Log in to the Teamtrace portal.

Step 2: On the Navbar, click on ‘Clients’. The client dashboard screen would open. Check present and past client details. To edit the details click on the ‘Ellipsis (Three dot menu)’ under the ‘action’ section. Click on edit to open the edit screen. Change the data and click on ‘Finish’ once done.

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To add new clients:

Step 1: Click on ‘Add’ to start the process.

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Step 2: Fill up the basic client personal info and click on ‘Save and Next’ to reach the next tab of client company details.

**Every field is mandatory to fill except the middle name. You can not continue to the next tab without completing the first screen.**

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Step 3: Fill in the company details and finish the basic client details information setup process.

Step 4: To update the details of the sub-contract shift the tab on the Secondary contract and click on ‘add’.

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Step 5: To check the project details under that specific client shift the tab on the project.

Check (link) to get an idea of how to add a project.