Introduction

Managing client details is an essential task for any organization that handles multiple projects.

Accurate and updated client records help ensure smooth communication, streamlined billing, and proper project tracking.

In uKnowva HRMS, you can add, edit, import, export, and even delete client details from one central platform.

This eliminates the need for manual record-keeping and gives you quick access to the most up-to-date information about your clients.

In this article, we will walk you through the detailed steps of managing client details in uKnowva HRMS.

Step 1: Accessing the Client Section

To begin, open the side navigation panel in your uKnowva HRMS account. From there, go to the Timesheet menu and select the Clients sub-menu.

This will open the Clients page where you can view a list of all your current clients. Each client will be displayed under headers such as Name, Action, and Status.

These details help you quickly identify the clients you are working with across multiple projects.

Step 2: Editing or Updating Client Information

If you need to update client details, locate the client in the list.

To locate a client quickly, go to the search bar above the list and enter relevant keywords, and simply click on the Search button. If you need to reset the filtered list, simply click on the Reset button next to the Search button.

Once you have located the client, click on the Pen icon under the Action column.

Doing this will redirect you to a new page where you can review or edit the client’s information.

Here, you can check or update fields such as the Name, Contact Person Designation, Contact Person Email, Contact Person Name, Contact Person Phone Number, Address, Published status, City, and other relevant fields.

After making the necessary changes, scroll to the bottom of the page and click the Save button to update the client’s information successfully.

Step 3: Adding a New Client

To add a new client, go back to the Clients page. Above the list of clients, you will find a + button.

Click on it, and you will be redirected to the same page layout as when editing client details.

However, in this case, you will be entering details for the first time to create a new client record.

Fill in the required information such as the Name, Contact Person Details, Address, City, State, Country, PAN, GSTIN, Billing Currency, and other client-specific fields.

Once you have entered all the necessary information, click on the Save button.

The new client will then appear in your client list, ready to be associated with projects and billing activities.

Step 4: Importing and Exporting Client Data

If you are working with a large number of clients, uKnowva HRMS allows you to import client details in bulk.

To do this, click on the Import button next to the bin icon.

Download the provided template file, fill in your client details, and then upload the CSV file using the Upload File button.

This ensures quick onboarding of multiple clients without having to enter details manually.

For reporting or auditing purposes, you can also export the existing list of clients. Simply click on the Export button at the top of the Clients page.

This will download the complete client list to your computer in a structured format that can be used for further review or analysis.

Step 5: Deleting Client Records

At times, you may need to delete a client record from the system.

To do this, go to the Clients page and select the checkboxes next to the names of the clients you wish to delete.

Once selected, click on the Bin icon located above the list.

An alert message will appear asking you to confirm your action. Click on OK to finalize the deletion.

This ensures that only valid and relevant client data is retained in the system.

Conclusion

That’s it!

You’ve now successfully managed client details in uKnowva HRMS.

By following this process, you can add new clients, update existing information, import bulk records, export data for audits, and delete outdated clients with ease.

If you have any questions or need additional support, feel free to contact us at This email address is being protected from spambots. You need JavaScript enabled to view it..