Vixvvo Tools - 3D Printing Business Management

Overview

Client management allows you to view complete client details and update information as needed. The system provides two main interfaces for working with client data: a quick-view modal for reviewing information and an edit modal for making changes.

Client records are automatically updated with statistics like order count and revenue, while contact information and addresses must be manually updated through the edit interface.

Viewing Client Details

Opening the View Modal

To view complete client details, click the eye icon (view button) next to any client in the list. This opens the View Client modal, which displays all information about the client in a read-only format.

View Button Location:

Table View: Blue eye icon in the Actions column on the right side
Card View: Blue eye icon in the top-right corner of each client card

Information Displayed

The View Client modal shows all stored information about the client, organized into clear sections:

Modal Sections:

Basic Information: Name, company, email, phone
Communication: Messaging platform and preferred language
Address: Complete address details (street, city, state, postal code, country)
Tags: All client tags displayed as colored badges
Statistics: Total orders, revenue, average order value, last order date
Notes: Any additional notes or information stored about the client

Tip: Fields that have no data are displayed with a dash (—) to indicate they're empty. This makes it easy to see which information might need to be added.

Quick Edit Access

From the View Client modal, you can quickly switch to editing mode by clicking the "Edit" button at the bottom. This closes the view modal and immediately opens the edit modal with all current information pre-filled.

Editing Client Information

Opening the Edit Modal

There are two ways to open the Edit Client modal:

Methods to Open Edit Modal:

Direct Edit: Click the yellow pencil/edit icon in the client list (table or card view)
From View Modal: Click the "Edit" button while viewing client details

Tip: The edit icon in table view is yellow to make it visually distinct from the blue view icon and red delete icon.

Editable Fields

The Edit Client modal contains the same fields as the Add Client modal, with all current values pre-filled. You can update any of the following information:

Editable Information:

Name: Client or contact name (required)
Email: Email address
Phone: Phone number
Company: Company or organization name
Messaging Platform: Preferred communication channel
Preferred Language: Communication language
Tags: Comma-separated tags
Address: Street, city, state, postal code, country
Notes: Additional information and notes

Address Autocomplete

Just like when adding a new client, the edit modal includes Google Maps autocomplete for addresses. You can use this to quickly update or correct address information:

Using Autocomplete When Editing:

The autocomplete field appears at the top of the address section
Existing address information remains in the individual fields below
Start typing a new address in the autocomplete field
Select a suggestion to replace all address fields
You can still manually edit individual fields after using autocomplete

Tip: If you only need to update one address field (like adding an apartment number), you can skip the autocomplete and directly edit the individual field.

Saving Changes

After making your changes, click the "Save Changes" button at the bottom of the modal. The client information will be updated immediately.

What Happens When You Save:

The modal closes automatically
A success message confirms the update
The client list refreshes with the new information
An activity log entry is created recording the update
The client's "updatedAt" timestamp is refreshed

Note: The updatedAt timestamp affects the sort order in the client list. Recently updated clients appear at the top of the list by default.

Validation When Editing

The same validation rules apply when editing as when adding a client. The client name field is still required and cannot be left empty.

Warning: If you clear the client name field and attempt to save, you'll receive a validation error and the changes won't be saved until you provide a name.

Canceling Edits

To discard changes without saving, click the "Cancel" button or click outside the modal. All unsaved changes will be lost and the client information will remain unchanged.

Understanding Auto-Updated Fields

Statistics and Metrics

Some client fields are automatically calculated by the system and cannot be manually edited:

Auto-Calculated Fields:

Total Orders: Count of all orders assigned to this client
Completed Orders: Count of orders with "Completed" status
Total Revenue: Sum of all completed order amounts (in USD)
Average Order Value: Total revenue divided by completed orders
Last Order Date: Timestamp of the most recent order

Tip: These statistics update automatically when you create, complete, or delete orders. There's no need to manually recalculate them.

Timestamps

Two timestamp fields are maintained automatically:

System Timestamps:

createdAt: Set when the client is first added, never changes
updatedAt: Updates every time you save changes to the client

Note: The client list is sorted by updatedAt by default, with most recently updated clients at the top. This means clients you've edited recently will always be easy to find.

Best Practices

Keep Information Current: Regularly review and update client information, especially contact details. Outdated email addresses or phone numbers can lead to communication failures.

Use the View Modal First: Before editing, use the view modal to review the current information. This helps you understand what needs to be updated without risking accidental changes.

Update Notes After Major Interactions: After completing a large order or having important conversations with a client, add relevant notes to their profile. This creates a history that's valuable for future reference.

Verify After Autocomplete: When using Google Maps autocomplete for addresses, always review the populated fields to ensure they're correct. Some addresses may need manual adjustments for apartment numbers or suite information.

Maintain Tag Consistency: When updating tags, maintain your established naming conventions. Consistent tags make searching and filtering more effective across your entire client base.

Help Center

Managing Client Information