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The client record
A client's record is their full profile — contact details, tags, every animal they've bought, your notes, and a running summary of their value to your business.
Open Clients from the left-hand menu, then select a client's name or ID to open their record.
What's on the record
- Header — the client's name, client number and company, with their Tags underneath. Select Add a tag to add one, or the × on a chip to remove it. See Organising clients with tags.
- Contact details — phone, email, address, town and state, PIC, Herd ID and property. When the client has a phone number, the WhatsApp icon next to it opens a chat with them.
- Purchase History — every animal this client has bought, with a photo, the animal's details, the sale event, the purchase value and the year. The animal details link straight to the animal's record. You can sort and page through the list.
- Notes — select New Note to jot down a conversation or follow-up. Each note is dated so you've got a running history.
Buttons across the top of the record let you Edit client, Export a Purchase Summary (see Importing & exporting clients) and Archive client.
Their value at a glance
A green band across the record sums up the client's value to your business:
- Total invested — their lifetime spend with you.
- Total Purchases — how many animals they've bought.
- Avg. Price — what they pay per animal on average.
- Highest Price — the most they've paid for one animal.
These figures update automatically as you record sales — and they include any past history you seeded when you first added the client.
Beside the purchase history you'll also find:
- Relationship — when they became a client, how long they've been one, and their last purchase.
- Purchase Analysis — their usual Price Band (the range most of their purchases fall in), a chart of how their purchases are spread across price ranges, and their Preferred Bloodlines — the sires and dams they buy from most.
Suggested lots for this client
Suggested Lots picks the three animals in your upcoming sales that best suit this client, based on the bloodlines they've bought before and the prices they usually pay. Each card shows a match score, the sale event, the price guide, and whether the sire and dam are among the client's preferred bloodlines. Select Show under Score Breakdown to see how the score was worked out.
Use it before you call
Open a client's record before a sale and you've got three lots to mention straight away.
Editing or archiving a client
Select Edit client to change their details, or Archive client to take them off your active list. Archiving keeps the client's history; you can bring them back any time with Unarchive client.
The actions menu on each row of the client list offers the same choices: View Profile, Edit Details, Delete Client and Archive Client (or Unarchive Client). Deleting removes the client for good, so archive instead if you might need their history again. An archived client can't be edited or deleted until you unarchive them.