Client List
Much of the functionality on this page is similar to standard WordPress lists. This includes column visibility, views, searching, bulk actions, pagination and column sorting. It also contains actions that are available for each individual invoice.
Views
The following views are available for clients:
- Active – Current active clients.
- Inactive – Current inactive clients.
Bulk Actions
The following bulk actions are available for clients:
- Deactivate – Move the selected clients into the Inactive view. This action is only available in the Active view.
- Activate – Move the selected clients into the Active view. This action is only available in the Inactive view.
- Delete Permanently – Deletes the selected clients entirely. This action is available in the Inactive view. It requires a confirmation click, and it cannot be undone.
- Delete All – This single click action is only available in the Inactive view and it deletes all inactive clients from the database. This action requires a confirmation click and cannot be undone.
Client Actions
The following basic actions (hover links) are available for each client:
- Edit – Opens the form for the client.
- Copy – Opens the form with all of the information from the selected client. The client is not added to the database until it is saved.
- Deactivate – Quickly deactivates the client. The notice displayed on success contains an Undo button for quick reversal. This link is excluded from the Inactive view.
- Activate – Quickly activates the client. The notice displayed on success contains an Undo button for quick reversal. This link is only available in the Active view.
- Delete Permanently – Remove the client from the database. Clicking this links triggers a confirmation dialog and cannot be undone. It is only displayed on the Inactive view.
The following client actions (Actions column buttons) are available for each client in all views:
- Add Invoice – Add an invoice for the client. Opens the Invoice Form in an IFRAME with the client pre-selected.
- Add Project – Add a project for the client. Opens the Project Form in an IFRAME with the client pre-selected.
- Add Note – Add a note to the client.
- View Website – Opens the client website in a new window/tab if one is available.
Last updated on January 3, 2020