Client settings
The Clients tab configures simplified client creation for field work.
Access
- Open Settings.
- Select the Clients tab.
Simplified Client Creation
If technicians often create protocols for one-off customers, simplified mode speeds up client creation and hides fields that are not needed for a quick record.
Enable Simplified Mode
The main switch enables the option to use a simplified form when creating a new client from the protocol form.
When enabled, the user can switch between:
- Standard form - all fields, such as name, company ID, tax ID, email, and address
- Simplified form - only basic fields for quick creation
Require Email
The Require email in simplified mode switch controls whether an email address is required when the simplified form is used.
- On - email is required.
- Off - email is optional.
The email field is always visible. Only its required state changes.
Note: This setting is shown only when simplified mode is enabled.
Automatic Tag
Select a tag that will be assigned automatically to clients created in simplified mode, such as “One-off” or “Self-payer”.
| Option | Behavior |
|---|---|
| None (do not assign a tag) | Clients are not tagged automatically |
| Selected tag | Every client created in simplified mode receives this tag |
The automatic tag helps separate one-off clients from regular clients in the client list and filters.
Note: This setting is shown only when simplified mode is enabled. The tag list is loaded from existing client tags.
Tips
Tip: Create a “One-off” tag in the tags codebook before enabling this feature. It will then be available in the automatic tag selector.
Tip: If technicians do not need an email for one-off customers, turn off Require email to make creation faster.
Related Topics
- Settings overview - basic settings
- Client database - client management
- Create a protocol - where simplified mode is used
- Tags - managing tags for automatic assignment