Client Organization & Hierarchy

Client Company Management

Creating Client Companies

The client management system provides comprehensive company organization capabilities:

Required Information:

Company name is the only required field for client creation
User ID and team ID are automatically assigned based on the creator
Currency ID defaults to team's base currency if not specified

Client Company Fields:

Company Information: Company name, email, phone, and website details
Address Management: Complete address with two address lines, city, zip, and country
Communication Preferences: Email and phone contact information
Business Notes: Detailed notes field for client-specific information

Advanced Creation Options:

Project Creation: Option to automatically create a project when creating client
Board Creation: Option to create project board along with project
User Invitation: Automatically invite client users to the system
Invoice Settings: Automatic creation of invoice settings for the client

Client Editing and Management

Client information can be comprehensively updated after creation:

Editable Fields:

All client company information can be modified
Address and contact details are fully editable
Payment preferences can be updated
Client-contact associations can be changed

Contact Assignment:

Contacts can be assigned to client companies during editing
Previous contact associations are automatically removed when reassigning
Only unassigned contacts or currently assigned contact appear in selection
Contact assignment creates hierarchical organization

Validation and Security:

Email uniqueness validation (except for current client)
Team-based access control for client management
User ownership tracking for accountability
Transaction-based updates for data integrity

Client-Contact Relationships

Hierarchical Organization Structure

The system supports sophisticated client-contact hierarchical relationships:

Relationship Model:

Clients can have one primary contact association
Contacts can optionally belong to client companies
Multiple contacts can be associated with the same client through separate assignment
Flexible relationship management allows independent contacts

Contact Assignment Process:

During client editing, available contacts are filtered to show:
- Contacts that don't have any client assignment
- The contact currently assigned to the client being edited
Contact assignment is exclusive - assigning a contact removes previous client associations
Team-based filtering ensures only team contacts are available for assignment

Hierarchy Benefits:

Clear organizational structure for client companies
Easy identification of primary contact for each client
Streamlined communication through established contact relationships
Integration with project management and billing systems

Relationship Management Features

The client-contact relationship system provides flexible management:

Assignment Flexibility:

Contacts can exist independently without client assignment
Client companies can exist without assigned contacts
Contact assignments can be changed or removed as needed
Multiple contacts can be managed under the same client umbrella

Search and Filtering Integration:

Client search includes associated contact names
Contact search includes client company information
Global search shows both client and contact information
Hierarchical display in search results

Client Information Management

Company Details and Communication

Client information management covers comprehensive business details:

Company Information:

Company Name: Primary identifier for client organization
Contact Details: Email addresses and phone numbers for business communication
Address Management: Complete business address with two address lines
Geographic Information: City, zip code, and country for location tracking

Communication Preferences:

Email addresses for official communication
Phone numbers for direct contact
Address information for physical correspondence
Notes field for communication preferences and special instructions

Business Documentation:

Notes field supports up to 5000 characters for detailed client information
Client-specific requirements and preferences
Historical information and relationship details
Special instructions for team members

Display and Organization

Client information is organized for efficient management:

Display Name Generation:

Automatic display name creation from company name
Fallback to contact name if company name unavailable
Consistent display across all system interfaces
Clean presentation in lists and dropdowns

List Management:

Clients displayed in paginated lists (30 per page)
Sorting by creation date with newest first
Team-based filtering for access control
Search functionality across company names and associated contacts

Client Currency and Billing Preferences

Multi-Currency Support

The system provides comprehensive multi-currency support for international clients:

Currency Management:

Each client can have a specific currency assignment
Currency defaults to team's base currency if not specified
Support for multiple international currencies
Currency selection available during client creation and editing

Payment Preferences:

Stripe Integration: Enable Stripe payments for online transactions
Crypto Payments: Support for cryptocurrency payment options
Stripe ID: Custom Stripe customer ID for payment processing
Payment Method Flags: Boolean flags for enabled payment methods

Billing Integration:

Client currency affects invoice generation and amounts
Automatic currency conversion based on client preferences
Exchange rate handling for multi-currency transactions
Currency-specific invoice settings and preferences

Payment Processing Integration

Client payment preferences integrate with the broader system:

Integration Types:

Stripe integration for credit card processing
PassimPay integration for crypto payments
Payment gateway configuration per client
Team-level integration settings with client-specific overrides

Financial Management:

Client currency affects project billing rates
Invoice generation uses client-specific currency
Payment tracking in client's preferred currency
Financial reporting with currency conversion

Client-Project Integration

Project Association and Management

Clients integrate seamlessly with project management features:

Project Relationships:

Clients can have multiple projects associated
Projects belong to specific clients for billing and organization
Project creation can be automated during client setup
Client information propagates to associated projects

Automated Project Creation:

Option to create project automatically when creating client
Project board creation along with project setup
User invitation integration for client team members
Streamlined onboarding process for new clients

Project Management Benefits:

Clear client ownership of projects
Integrated billing through client-project relationships
Time tracking association with client work
Project visibility and access control through client relationships

Integration with Other System Features

Client management integrates with multiple system components:

Invoice Integration:

Automatic invoice settings creation for new clients
Client-specific billing preferences and settings
Currency-aware invoice generation
Payment method integration for client billing

Team Collaboration:

Client user invitation system for team collaboration
Role-based access for client team members
Project viewer roles for client representatives
Secure client portal access for project visibility

Time Tracking Integration:

Client association with time tracking for accurate billing
Project time allocation through client relationships
Client-specific reporting and analytics
Transparent time reporting for client review