Clients

Clients sit underneath most of MonoDesk, since projects, portals, proposals and invoices all hang off them. This category covers the client record itself: the four tabs on every client page and what each one holds. The Details tab keeps client information, contacts for the people you work with, social handles and a running history across their projects, much of it filled in automatically when a client is added from a website URL. Brand colours are extracted from that site, and you can add swatches or drag to reorder them, with the first colour used for the client card and accents elsewhere. Client Comms holds one conversation per project, including client updates and portal replies. Client Projects lists their work and starts the next project already linked to them.

The product page for this part of MonoDesk is Clients.