Guide
Keep track of your clients: companies, people, and lists
In My clients you keep the companies and people you work with and group them into lists, so you can pick them when you deliver and track what you collected on each project.
Who can do this
- For
- Designers
- Role
- “Can run with AI” and up
- Plan
- All plans, including Free
- Where
- On a computer, On your phone (Bitácora Lite)
My clients is your studio's address book: the companies, the people who work at them, and the lists you deliver to. What you keep here is yours; the AI does not read it and it does not travel with your projects.
Open it
In the menu, My clients. It has four tabs: Companies, People, Lists, and Payments.
Add a company or a person
- Click New company or New person in its tab.
- Or, from anywhere, hover over Client in the header and choose Company or Person.
In a company's form you enter its name, its website, its status, and some notes. In Its people, search for someone or type a new name to create them right there, with their job title. Check It is an internal team of my own company if it is not an outside client.
A person's form has their name, their email (if they have several, separate them with commas: the first one is the main one), their phone, their website, and the Companies they work at, with their job title at each one. Language for messages is the language your delivery emails reach them in. They also have their Status and their Actions: see Statuses, actions, and tags.
Click Save. If an email or a website is mistyped, it is not saved and it tells you which one.
Change something in the table
Click a cell and type: Enter saves and Esc leaves it as it was. Empty cells say Add email, Add phone, Add people… Each row's ⋯ menu has View details, Edit…, and Delete…. Filter the table searches everything you see.
If you assign a project from a company's row and that project already had another client, Bitácora asks you before changing it.
With Select you pick several rows and change their Status or Language, add an action to them, put them on a list, or delete them all at once.
Lists
A list brings together companies and people you deliver to together, for example "Olé project team".
- In Lists, click New list and give it a name.
- In Who is in it, search for and check companies and people. Checking a company adds its people.
- Below, you see how many people with an email it will reach. Anyone without an email shows No email.
What it is for when you deliver
When you publish a delivery, in Client you choose the company, person, or list that receives it: see Deliver a project. And each project can have its recipient and its payments: see Agreed and collected.
On your phone
In Bitácora Lite, My clients has the same tabs with a search box. On a person's page you have Call, email, and WhatsApp, and you can add people to a company. Tags, actions, and each person's companies are changed on the computer.
