Adding and Managing Clients in Britixo Practice Management UK Version?

Introduction

In Britixo CRM UK, clients are at the core of your business operations. Each client profile stores all their key information, communication history, and project records in one secure place. Whether you’re adding a new client ✅, updating details ✏️, or reviewing their entire history 📜, Britixo makes client management fast, organised, and GDPR-compliant.

This guide will walk you through creating, editing, and managing client profiles so your database stays accurate and accessible.

Step-by-Step: Adding & Managing Clients

✅ 1. Adding a New Client

• Navigate to Clients → All Clients from the left menu.
  
  

• Click + New Client in the top right corner.
  
  

• Fill in the required fields:
  
  

• Company Name 🏢 – Enter the full legal name.
  
  

• Primary Contact 👤 – Name of the main person to reach out to.
  
  

• Email Address 📧 – Used for all notifications.
  
  

• Phone Number 📞 – Include country code for international clients.
  
  

• Optional fields include:
  
  

• Website 🌐
  
  

• VAT Number 💰
  
  

• Custom Fields (if enabled in settings).
  
  

• Click Save to create the profile.
  
  

💡 Tip: You can bulk import client lists from CSV under Clients → Import Clients.

✏️ 2. Editing Client Information

• Open the client’s profile from the All Clients list.
  
  

• Click Edit in the top right.
  
  

• Update fields as needed — changes take effect immediately after saving.
  
  

• Keep details current for accurate reporting and communication.
  
  

📜 3. Viewing Client History

In each client profile, you’ll find:

• Projects 📂 – All linked projects and their statuses.
  
  

• Invoices 💳 – Outstanding, paid, and overdue invoices.
  
  

• Tickets 🎫 – Support history.
  
  

• Files 📎 – Any documents uploaded for or by the client.
  
  

• Notes 🗒️ – Internal-only information about the client.
  
  

💡 Tip: Use the search bar within the client profile to quickly find specific records.

🔄 4. Merging Duplicate Clients

• Go to Clients → All Clients.
  
  

• Select the duplicate entries.
  
  

• Click Merge Clients in the bulk actions menu.
  
  

• Choose the primary record to keep; all linked data will move to it.
  
  

🔒 5. Client Portal Access

• Enable portal access so clients can log in and:
  
  

• View and pay invoices.
  
  

• Check project updates.
  
  

• Raise support tickets.
  
  

• This is managed from the Contact Details section within a client profile.
  
  

• Toggle Set Login Credentials and provide username/password.
  
  

Best Practices

• Keep client records up to date to avoid miscommunication.
  
  

• Use custom fields to store industry-specific information.
  
  

• Merge duplicates immediately to prevent data errors.
  
  

• Enable client portal access for faster, self-service communication.