What is a client list

The client list provides you with a complete overview of client data. Depending on your preferred module configuration, you can view the names, managers, master client, open invoice amount, invoiced YTD base amount, boards, and more at a glance. Also, a user's rights will determine their visibility and access to files and data in order to protect confidential information.

To see the client list, go to the Clients module. You will be presented with a lot of valuable information. You also can create a new client directly from this page. 

You can filter grids. Use filters to help narrow down your search.

Clicking on values in the client view will take you to various tabs across Vault Synapse's modules. 

In the client list, you can change and save the width of the columns in the grid itself. Click the save button to save the changes.  

The columns in the grid are optional and are based on your configuration. Click the link to find out how to customize the view.  

You can see the following information from the client view:  

• Client Name – The name of the client as it is displayed in the system. 
• Master Client – If the client is a subsidiary, this field links the client to its parent organization. 
• Managers – Displays the managers assigned to this client. 
• Misc – Shows links to the client’s social media platforms, website, or other external resources. 
• Boards – Lists the boards associated with the client. 
• Invoiced YTD Base Amount – Shows the total base currency amount invoiced year-to-date. 
• Invoiced YTD Local Amount – Shows the total local currency amount invoiced year-to-date. 
• Last Change – Displays the date when the client record was last updated. 
• Open Invoice Amount (Base) - Represents the total outstanding invoice amount in base currency. 
• Open Invoice Amount (Local) – Represents the total outstanding invoice amount in local currency. 
• Projects – Displays the number of projects connected to the client.
• State – Indicates whether the client is marked as Active or Inactive.
• Top Project – Highlights the most significant or priority project linked to the client.

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.