Client Management - Solarecliente

Overview

Solarecliente provides powerful client management capabilities that enable you to maintain detailed customer records, track interactions, and manage relationships efficiently. The client management system is designed to streamline your workflow and provide quick access to critical client information.

Client Profiles

Create and maintain detailed client information with custom fields

Contact Management

Track multiple contacts per client with role assignments

Activity Timeline

Monitor all client interactions and touchpoints in one place

Document Storage

Securely store and organize client documents and files

Client Profiles

Client profiles serve as the central repository for all customer information. Each profile includes both standard and customizable fields to capture the data most relevant to your business.

Creating a New Client

Navigate to Clients

Click on the Clients menu item in the main navigation or use the quick action button from the dashboard.

Add Client Information

Fill in the required fields including:

Company name or individual name
Primary email address
Phone number
Business address
Industry/sector

Configure Client Settings

Set client-specific preferences:

Preferred communication method
Language preference
Timezone
Account status (Active, Prospective, Inactive)

Save and Continue

Save the client profile to access additional features like contact management and document uploads.

Client Profile Fields

Basic Information
Address Details
Custom Fields

{
  clientId: "CLT-2024-001",
  name: "Acme Corporation",
  email: "[email protected]",
  phone: "+1 (555) 123-4567",
  website: "https://acme.com",
  industry: "Technology",
  status: "Active"
}

{
  address: {
    street: "123 Business Ave",
    city: "San Francisco",
    state: "CA",
    postalCode: "94105",
    country: "United States"
  },
  billingAddress: {
    sameAsPhysical: true
  }
}

{
  customFields: {
    accountManager: "John Smith",
    contractValue: 50000,
    renewalDate: "2024-12-31",
    priority: "High",
    tags: ["Enterprise", "VIP", "North America"]
  }
}

Contact Management

Manage multiple contacts within each client organization, including decision-makers, technical contacts, and billing contacts.

Adding Contacts

Each client can have unlimited associated contacts with specific roles and responsibilities:

interface Contact {
  id: string;
  firstName: string;
  lastName: string;
  email: string;
  phone?: string;
  role: 'Primary' | 'Billing' | 'Technical' | 'Executive';
  department?: string;
  title?: string;
  isPrimary: boolean;
}

Pro Tip: Mark one contact as primary to streamline communications. The primary contact will be automatically selected for notifications and correspondence.

Contact Roles

Primary Contact

Main point of contact for general communications

Billing Contact

Handles invoicing and payment-related matters

Technical Contact

Technical implementation and support liaison

Executive Sponsor

C-level or senior management stakeholder

Activity Timeline

The activity timeline provides a chronological view of all interactions, changes, and touchpoints with each client.

Tracked Activities

Solarecliente automatically logs various activities:

Communications: Emails, calls, meetings, and messages
Changes: Profile updates, status changes, and modifications
Transactions: Orders, invoices, and payments
Documents: File uploads, downloads, and shares
Notes: Manual notes and observations added by team members

Activity Examples

const activities = [
  {
    type: 'email',
    timestamp: '2024-03-11T10:30:00Z',
    user: '[email protected]',
    subject: 'Q1 Business Review',
    description: 'Sent quarterly review presentation'
  },
  {
    type: 'meeting',
    timestamp: '2024-03-10T14:00:00Z',
    user: '[email protected]',
    duration: 60,
    description: 'Discovery call - discussed new requirements'
  },
  {
    type: 'note',
    timestamp: '2024-03-09T16:45:00Z',
    user: '[email protected]',
    description: 'Client interested in enterprise plan upgrade'
  }
];

Activities are visible to all team members with access to the client record, promoting collaboration and information sharing.

Document Storage

Securely store and organize all client-related documents within their profile.

Supported File Types

Documents
Images
Other

PDF (.pdf)
Microsoft Word (.doc, .docx)
Microsoft Excel (.xls, .xlsx)
Text files (.txt)
Rich text (.rtf)

Document Organization

Organize documents into custom folders:

interface DocumentStructure {
  folders: [
    {
      name: 'Contracts',
      files: ['service-agreement.pdf', 'nda.pdf']
    },
    {
      name: 'Proposals',
      files: ['q1-proposal.docx', 'pricing-sheet.xlsx']
    },
    {
      name: 'Invoices',
      files: ['invoice-001.pdf', 'invoice-002.pdf']
    }
  ];
}

File Upload

Select Upload Location

Navigate to the client profile and select the Documents tab.

Choose Files

Click the upload button and select files from your computer, or drag and drop files directly into the browser.

Add Metadata

Optionally add tags, descriptions, and assign files to specific folders.

Set Permissions

Configure who can view, download, or edit the uploaded files.

Maximum file size: 50MB per file. For larger files, consider using cloud storage integration.

Search and Filtering

Quickly locate clients using powerful search and filtering capabilities.

Search Options

const searchParams = {
  query: 'acme',           // Full-text search
  filters: {
    status: ['Active'],
    industry: ['Technology', 'Finance'],
    tags: ['Enterprise'],
    dateRange: {
      from: '2024-01-01',
      to: '2024-12-31'
    }
  },
  sort: {
    field: 'lastActivity',
    order: 'desc'
  }
};

Advanced Filters

By Status

Active, Inactive, Prospective, Churned

By Value

Contract value ranges and revenue tiers

By Activity

Last contact date, engagement level

By Location

Geographic region, country, city

By Industry

Business sector and vertical

By Tags

Custom labels and categories

Bulk Operations

Perform actions on multiple clients simultaneously to save time.

Available Bulk Actions

Update Tags: Add or remove tags from selected clients
Change Status: Update client status in bulk
Assign Owner: Reassign account management responsibilities
Export Data: Download client information as CSV or JSON
Send Communications: Email multiple clients at once

const bulkUpdate = {
  clientIds: ['CLT-001', 'CLT-002', 'CLT-003'],
  operation: 'addTags',
  data: {
    tags: ['Q1-Campaign', 'Special-Offer']
  }
};

Bulk operations are logged in the system audit trail for compliance and tracking purposes.

Client Segmentation

Create dynamic segments to group clients based on shared characteristics.

Segment Examples

const segments = [
  {
    name: 'High-Value Clients',
    criteria: {
      contractValue: { min: 100000 },
      status: 'Active'
    }
  },
  {
    name: 'At-Risk Accounts',
    criteria: {
      lastActivity: { olderThan: '90 days' },
      status: 'Active'
    }
  },
  {
    name: 'Enterprise Prospects',
    criteria: {
      status: 'Prospective',
      companySize: { min: 1000 }
    }
  }
];

Segments update automatically as client data changes, ensuring your lists are always current.

Data Import/Export

Seamlessly import existing client data or export information for analysis.

Import Clients

Prepare CSV File

Download the template file and populate it with your client data.

Map Fields

Match your CSV columns to Solarecliente fields.

Validate Data

Review any validation errors or warnings before import.

Complete Import

Confirm the import to add clients to your database.

Export Formats

CSV
JSON

Client ID,Name,Email,Phone,Status,Industry
CLT-001,Acme Corp,[email protected],555-1234,Active,Technology
CLT-002,Global Inc,[email protected],555-5678,Active,Finance

[
  {
    "clientId": "CLT-001",
    "name": "Acme Corp",
    "email": "[email protected]",
    "phone": "555-1234",
    "status": "Active",
    "industry": "Technology"
  }
]

Get Started

Core Features

Components

Guides

​Overview

Client Profiles

Contact Management

Activity Timeline

Document Storage

​Client Profiles

​Creating a New Client

​Client Profile Fields

​Contact Management

​Adding Contacts

​Contact Roles

Primary Contact

Billing Contact

Technical Contact

Executive Sponsor

​Activity Timeline

​Tracked Activities

​Activity Examples

​Document Storage

​Supported File Types

​Document Organization

​File Upload

​Search and Filtering

​Search Options

​Advanced Filters

By Status

By Value

By Activity

By Location

By Industry

By Tags

​Bulk Operations

​Available Bulk Actions

​Client Segmentation

​Segment Examples

​Data Import/Export

​Import Clients

​Export Formats

Build docs developers (and LLMs) love

Overview

Client Profiles

Creating a New Client

Client Profile Fields

Contact Management

Adding Contacts

Contact Roles

Activity Timeline

Tracked Activities

Activity Examples

Document Storage

Supported File Types

Document Organization

File Upload

Search and Filtering

Search Options

Advanced Filters

Bulk Operations

Available Bulk Actions

Client Segmentation

Segment Examples

Data Import/Export

Import Clients

Export Formats