How to create a client

Vault Synapse offers a comprehensive client management experience, giving you visibility into every stage of the client lifecycle—from onboarding to invoicing. It centralizes access to contracts, contacts, boards, invoices, and projects. You can easily track open invoices, invoiced YTD base amounts, and maintain all client-related data in one intuitive interface.

To create a new client, go to the Clients module, navigate to the Clients tab and click Add New in the top right corner of the screen. 

Fill out the New Client form. This form consists of the following fields: 

• Client Name (required) – Enter a short name for the client. 
• Legal Name (required) – Enter the client’s full legal name. 
• Tax Information (optional) – Add any relevant tax numbers. 
• Master Client (optional) – If the client is a subsidiary, link it to its parent organization. 
• Currency (required) – Choose the currency used for all transactions with this client. 
• Client Manager (optional) – Assign a manager or team responsible for this client. 
• Social Media/Website (optional) – Add links to the client’s social platforms or homepage. 
• Color (required) – Choose a color to visually distinguish this client in Vault Synapse. 
• Companies (required) – Select one or more companies associated with the client within your organization. 
• Is Active – Toggle to determine whether the client is visible in the system. 
• Attachment (optional) – Upload supporting documentation (e.g., signed agreements, compliance records). 
• Address Lookup – Begin typing the address to enable auto-completion via smart search. The more precise you are, the better the suggestions. 
• Address Label (required) – For example, “Head Office” or “Billing Department.” 
• Address Line 1 (required) – Use for suite, apartment, or unit number. 
• Address Line 2 (optional) – Enter the main street address. 
• City (required) – Enter the city name. 
• State/Region (required) – Input the relevant subdivision, if applicable. 
• Country (required) – Select from the dropdown. 
• Postal Code (required) – Enter the ZIP/postal code. 
• Latitude/Longitude (optional) – Add precise coordinates if known.

Once you have entered the information, review it and click Save to confirm the changes. You will be redirected to the Client Basic Info screen, where you can access the basic details and begin managing client-related activities.

Note! Users can view the client information only with the relevant permissions/access rights given by the administrator.  

Note! Vault Synapse is a highly customizable tool, meaning certain parts and functionalities of the application can be additionally built-in or customized based on your business needs and preferences.