The Clients tab in the Clients & Contacts module allows you to create, update, and manage client records in Aiwyn.
Creating A New Client
You can create a new client record that is immediately available across the platform.
Navigate to Clients & Contacts from the left-hand menu.
Ensure you are in the Clients tab.
Click New Client… in the top-right corner.
Enter the required and optional client information.
Click Save to create the client record.
Understanding Client Fields
You can capture required and optional details to support firm operations and communications.
Client Name and Client ID are required to create a client record.
Optional address details may include street address, city, country, state or province, and postal code.
Optional billing settings may include Billing Contact and the checkbox option to Send Invoices Electronically.
An Office is required, while Partner and Manager assignments are optional.
Tax regions can be assigned to support tax-related workflows.
Custom fields allow you to store additional firm-specific information.
Editing An Existing Client
You can update client information at any time.
Navigate to the Clients tab.
Locate the client you want to update.
Open the client’s Actions menu on the far right of their client record.
Select Edit Client.
Update the necessary fields.
Click Save to apply your changes.
Deactivating And Reactivating Clients
You can manage inactive clients while preserving historical records.
Open the client’s Actions menu.
Select Deactivate Client.
Confirm the status change.
Inactive clients can be viewed by toggling on Show inactive clients from the top of the Clients list.
Open the client’s Actions menu for an inactive client.
Select Reactivate Client to restore the client to active status.