You can understand how clients and contacts are organized in Aiwyn and how they work together to manage relationships, billing, and access across your firm.
Understanding Clients
You can use clients to represent the organizations or entities your firm does business with.
Clients represent organizations rather than individuals and typically include:
- A client name and a unique client ID
- Address and billing information
- Ownership details such as office, partner, or manager
- Tax regions
- Custom client fields defined by your firm
Clients are used to:
- Tracking engagements and projects
- Managing invoices, payments, and balances
- Associating one or more contacts with a single client
- Controlling access to the client payment portal
Understanding Contacts
You can use contacts to manage individual people associated with one or more clients.
Contacts represent individuals and may include:
- A name and an email address
- A job title and a phone number
- Address information
- Portal access status
- Custom contact fields
Contacts are used to:
- Receiving invoices and statements
- Acting as primary or billing contacts for clients
- Accessing the client portal when enabled
- Linking to multiple client records when applicable
How Clients And Contacts Work Together
You can accurately manage relationships by linking contacts to the appropriate clients.
- One client linked to multiple contacts
- One contact linked to multiple clients
- Contact roles such as primary contact or billing contact
Viewing All Versus My Records
You can control which records appear in your list view to focus on the clients and contacts most relevant to you.
- All records available to you
- My records directly associated with you
Available Actions In Clients And Contacts
You can perform common management tasks across both clients and contacts.
Across both areas, you can:
- Searching across records
- Applying filters to narrow results
- Exporting data
- Taking actions on individual records