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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 the account 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!