My clients: the studio's customer base
«My clients» is the studio's customer base: phone, email, company, requisites, delivery addresses for colour proofs, team comments, totals and margin across orders. The «Customer» field of an order and a project now has an arrow: pick a client from the latest ones or type a new name, and the client joins the base by itself.
Reviewed:
Where clients come from
«My clients» opens from «My studio», the Tuning fork, the «More» screen on a phone (it opens from the avatar on the home page) and the left column of Production.
You do not need to add a client separately. When you type a new customer into an order or a project and save it, the client appears in the base by itself. The names already in your projects went into the base when the section started, and different spellings of one name (letter case, extra spaces) became one client. The training order makes no client.
«Add client» starts a card by hand, for example before the first order. The base cannot hold two clients with the same name.
How to choose a customer
The «Customer» field («Client» in projects) stands in the windows of a new order and a new project, in «Edit the order» and in the «Event brief». Press the field or the arrow to open the latest clients. Start typing and the list narrows. The last line, «New client», keeps the typed name as it is.
In an order and in the «Event brief» of a project the name of the chosen client is now a link to its card.
What a client card holds
«Edit» opens the name, phone, email, company, requisites and note. A new name appears at once in every order and project of this client and in new documents. A quote already sent keeps the earlier name.
«Delete client» removes the card with its addresses and comments. Orders and projects stay, and the customer's name stays in them and in the documents.
Delivery addresses and the «For the courier» button
Keep where you take colour proofs in «Delivery addresses»: a title, the address, the recipient, the recipient's phone and how to get there.
«For the courier» copies the address, the recipient, the phone and how to get there with one press. Paste the text into a delivery app such as Yandex Go. AURA itself cannot call a courier yet.
How the total and the margin are counted
The total, the cost and the margin come from the estimates of the client's orders and projects: the same numbers as in the «Estimate». The margin percentage is counted from the total without tax.
An order without an estimate shows «Not calculated» and is left out of the total: it is not a zero. An estimate where some rows have no cost is in the total but not in the margin, otherwise the margin would look better than it is. Orders at the «Lost» stage and estimates in another currency stay out of the sums, and the line under the statistics says how many there are.
A project sent to production with this client and its order are counted once: the total comes from the order's estimate. Until the order has an estimate, the project's estimate stays in the total. If the order is lost, neither it nor the project is in the sums. Both rows stay in «Orders and projects», and the line under the statistics says how many such projects there are.
One page of the client list counts a limited number of estimates. If the clients of a page have too many, the row reads «Total in the card» instead of a sum: the full total is always in the client card.
The client's orders and projects
«Orders and projects» gathers the Production orders and the projects with this customer, archived ones too. Press a row to open the order. Projects in the bin and the training order are not listed.
Who sees what
The base belongs to the studio, that is, the owner of the projects. The owner sees every client and manages them.
A person who edits a whole project sees the clients of their projects and only those projects, can change contacts and addresses and write comments. Only the owner can rename or delete a client. For a project they can choose only a client they already see: the name of another client of the studio stays in the project as text, with no link to the card.
The total, the cost and the margin are seen only by those who see them in the estimate. A member the owner hid prices from sees the orders without money. A member who works only in their zones, a customer invited to a project, guests and view-only members do not see the client base at all.
- The client base is your studio's customers. It has nothing to do with the project team or with the «Customer» role a person is invited to a project with to view and comment.
On a phone
On a phone there are only the search and a round «+» at the top, and clients go as rows with colored initials, counters of orders and projects, the phone number and the amount on the right. In a client card, under the name, there are the round buttons «Call», «Write an email», «Edit» and «⋯», then the switch «Orders / Contacts / Addresses / Comments» shows one section at a time. A comment is written in a sheet opened with «Add a comment», and deleting a client or an address asks in a sheet.
Comments
The team writes the comments, each with its author and date. The author and the studio owner can delete a comment. The client never sees them.