This article covers creating and managing client records in HiveCRM.
Create a Client #
- Go to Hive CRM → Clients.
- Click Add Client.
- Choose Individual Person or Company / Organization and fill in their details.
- Click Create Client.
If Auto-Provision Client Portal Account is enabled in Contact Settings, a WordPress user with the hcrm_client role is created automatically so this client can log in to the Client Portal.
Promote an Existing Contact to a Client #
If someone already exists as a Contact, open their record and update it from the Clients module once they become an active customer, so their record appears alongside your other clients and unlocks client-specific views.
Review a Client’s Activity #
Open a client to see their financial summary and switch between the Deals, Invoices, Projects, and Files tabs to review everything associated with them in one place.
Give a Client Portal Access #
To let a client log in and view their own deals, invoices, projects, and tickets, make sure they have a portal account (see above), then configure what they can see under Configuring the Client Portal.
Delete a Client #
Open the client and click the delete action, then confirm. Deleted clients are moved to Trash and can be restored before being permanently removed.
