Clients

The client list holds all customer records (individuals or companies). From here you can create, search, edit and delete clients, and open a detail view showing linked quotes and orders.

How to access

• Menu: Clients
• Address: /clients
• Who can use it: Administrator and User

Interface

Top bar

• "Add client" button — opens the creation form in an overlay dialog.
• Density toggle (top-right of the table card) — switches between compact and normal row height. The preference is saved automatically.

Search field

A text input with a magnifier icon. Filters the list in real time across: name, company, email, phone. The search is fuzzy: it tolerates minor typos and partial matches. Pressing / (forward slash) on the keyboard moves focus directly to the search field.

The active filter is reflected in the URL (?q=…) so you can share or bookmark a search; the value is restored when navigating back with the browser's Back button.

Client table (desktop)

Column	Description
★ (favourites)	Clickable star to add/remove the client from favourites. Favourited clients always appear at the top of the list when no search is active.
Name	Client name, clickable to open the detail view. An eye icon next to it also opens the profile.
Quotes	Number of linked quotes, shown as a badge.
Company	Company or business name (optional).
Email	Email address (optional).
Phone	Phone number (optional).
Actions	Edit and Delete buttons.

On mobile devices the table collapses into vertical cards with the same fields.

Operations

Create a client

1. Click Add client in the top-right corner.
2. Fill in the form:
   • Name (required)
   • Company (optional)
   • Email (optional)
   • Phone (optional)
   • Address (optional, free-text field)
3. Click Save. The client appears in the list immediately.

Edit a client

1. In the client's row, click Edit.
2. Update the desired fields.
3. Click Save.

Delete a client

1. In the client's row, click the Delete button (bin icon).
2. Confirm the deletion in the dialog.
3. The client is removed from the list immediately. For the next 4 seconds a warning toast appears at the bottom with an Undo button: clicking it restores the client with no data loss.

Permanent deletion

After the 4-second undo window the deletion becomes permanent. Quotes already created for that client are not deleted, but the client can no longer be linked to new quotes.

Add/remove from favourites

Click the star (★) in the first column of the row. The star turns gold when the client is a favourite. Favourited clients are shown at the top of the list as long as no search is active.

Client detail view

Click the client's name (or the eye icon) to open the detail page at /clients/<id>.

KPI summary

Four tiles at the top display:

• Quotes — total number of quotes and combined value in €.
• Approved — total value of quotes with status "Approved".
• Orders — number of confirmed orders and their combined value in €.
• Last quote — date of the most recent quote.

Contacts and profile data

A card showing: Company, Email, Phone, Address. Click Edit (top-right of the page header) to update the information.

Linked quotes

A list of up to 10 quotes for this client showing: title (clickable), status and amount. The Open in list link takes you to the Quotes section pre-filtered for this client. The New quote button opens the quote builder with the client pre-selected.

Linked orders

A list of up to 10 orders showing: title, status, expected delivery date and amount. The Open board link takes you to the Orders section.

Statuses and messages

Message	Cause
Load error with Retry button	The server did not respond correctly. Click Retry to reload the list.
"No clients" (empty state)	No clients have been created yet. Use the button in the empty area to create the first one.
"No results for <text>"	The search found no matches. Edit or clear the text in the search field.
Yellow toast "Client deleted — Undo"	Confirms the deletion with the option to undo within 4 seconds.

Notes and limits

• Clients are shared across all users in the same workspace; anyone can create, edit or delete them.
• Fuzzy search runs locally on the already-loaded data: no need to press Enter.
• The list updates automatically in real time if a team member creates or edits a client while the page is open.
• The detail view shows a maximum of 10 quotes and 10 orders in preview; use the "Open in list" / "Open board" links to see all records.