Clients & Sites

Adding clients

You can add your clients via the Yuman import interface using an Excel / CSV file.

yuman data import

It is also possible to add a client manually:

- from the Properties tab > Clients, button “+ client”

- from Interventions, new intervention, button “+ client” or by creating an intervention from the Calendar

To best fit your activity, Yuman offers you to add custom fields to your clients form. This new fields can be text, a check box, a date, an integer number, a decimal number.

Finally, you can set the clients’ numbering from Settings > Preferences.

Once registered, you can easily find your customers with our search tool: simply type the first letters and have access to information in one click!

News feed
Sunday 09 january 2022
Monday 03 january 2022
Saturday 01 january 2022
Saturday 25 december 2021
Thursday 23 december 2021
Wednesday 15 december 2021
Sunday 05 december 2021
Wednesday 02 june 2021
Monday 01 february 2021
Monday 01 february 2021