Viewing All Clients
To view your list of clients:The client list displays all clients currently in the system. You can perform actions like viewing details, editing, or deleting from this screen.
Creating a New Client
To add a new client to your system:Fill in Required Information
Complete all required fields in the registration form:
- Nombres (First Name): Client’s first name(s)
- Apellidos (Last Name): Client’s last name(s)
- Número de Documento (Document Number): Unique identification number (must be unique in the system)
- Correo Electrónico (Email): Client’s email address (must be unique and valid)
- Teléfono (Phone): Client’s contact phone number (max 20 characters)
All fields are required when creating a new client. The system will validate that the document number and email are unique.
Validation Rules
When creating a client, the following validation rules apply:Field Requirements
Field Requirements
- Nombres: Required, maximum 255 characters
- Apellidos: Required, maximum 255 characters
- Número de Documento: Required, must be unique across all clients
- Correo Electrónico: Required, must be a valid email format, must be unique
- Teléfono: Required, maximum 20 characters
Editing an Existing Client
To update client information:Modify Information
Update any of the client fields:
- Nombres (First Name)
- Apellidos (Last Name)
- Número de Documento (Document Number)
- Correo Electrónico (Email)
- Teléfono (Phone)
Save Changes
Click Guardar (Save) to update the client record, or Cancelar (Cancel) to discard changes.
When editing a client, the document number and email must still be unique, but the system allows the current client to keep their existing values.
Deleting a Client
To remove a client from the system:Be careful when deleting clients. Consider the impact on any vehicles associated with this client before proceeding.
Common Tasks
How do I search for a specific client?
How do I search for a specific client?
Browse through the clients list on the main clients page. The table displays all client information, making it easy to scan and find specific records.
What happens to vehicles when I delete a client?
What happens to vehicles when I delete a client?
Before deleting a client, consider reassigning their vehicles to another client or removing the vehicles first. The relationship between clients and vehicles is important for maintaining data integrity.
Can I have duplicate email addresses?
Can I have duplicate email addresses?
No, each client must have a unique email address. The system will prevent you from creating or updating a client with an email that’s already in use by another client.