Create a client

Add a customer to your CRM and start tracking projects, invoices, and leads against them.

A client in Nexus ERP is a customer, a company you do work for. Clients are the central record everything else hangs off: projects, invoices, leads, files, even portal logins.

Step-by-step

1. Open CRM → Clients.
2. Click New Client (top-right).
3. Fill in the form:
   • Name, required. The company or person's name.
   • Email, Phone, Website, Address, Notes, optional.
   • Contact Persons, add as many as you like. For each, type their Name (required), Role (e.g. CFO), Email, Phone.
4. Click Create Client.

You'll land on the client's detail page with these tabs:

• Projects, projects you've opened for them.
• Invoices, invoices you've sent.
• Leads, leads still in pipeline (if any).
• Tasks, tasks tagged against this client.
• Accounts, the contact people you added; this is also where you create portal logins.
• Client Tasks, special tasks you've shared with the client through the portal.
• Files, uploads tied to this client.
• Passwords, shared passwords (if you have the relevant permissions).
• Portal Settings, toggle which tabs the client can see if they have a portal login.

Editing a client

On the client's detail page click Edit. Form fields become editable in-place. Add or remove contact persons, then click Save.

Adding more contact people later

You can add contact persons at create time, or later from the Accounts tab on the detail page. Click Add Contact, fill in the name (and an email if you ever want to give them a portal login), Save.

Permissions you'll need

You need Create Clients to make a new one, and Manage Clients to edit or delete. View All Clients lets you see clients you didn't create. By default these are bundled into Manager and above.