Clients

Overview

Field	Details
Roles	Admin/Manager Only
Type	MINOP - MTrack Management System - Clients Module
Device	Web Application

Goal/Scope

The Clients module in the MTrack Management System allows administrators to manage client information for field operations. Clients represent the locations or organizations where field employees are assigned tasks. Each client record includes contact details, address, geofence radius, and category classification (New, Regular, Premium) to help organize and prioritize field workforce activities.

Step 1: Access the Clients Page

• From the left navigation menu, click on "Field Tracking" to expand the submenu. Then select "Clients".

• The Clients page displays all registered clients in a table with the following columns:

Column	Description
Client Name	Name of the client along with their category (New, Regular, Premium).
Contact Person	The primary contact person for the client.
Phone	Phone number of the client.
Email	Email address of the client.
Address	Physical address of the client location.
Geofence	The geofence radius set for the client location (e.g., 500m, 100m).
Status	Current status of the client (Active/Inactive).
Action	Options to View, Edit, or Delete the client record.

• Users can use the Search icon to find specific clients, the Download icon to export data, and the "Add Client" button at the top right to add new clients.

Step 2: Add a New Client

• To add a new client, click the "Add Client" button (or the + icon) at the top right corner of the page.

• An "Add New Client" side panel will open with the following fields:

Field	Description
Client Name *	Enter the name of the client (mandatory).
Client Category	Select the client category from the dropdown (New, Regular, Premium).
Client Description	Enter a description about the client and their details.
Address *	Enter the complete address of the client. Use the "Pick" button to select the location from the map.
City	City of the client (auto-filled based on address).
State	State of the client (auto-filled based on address).
Country	Country of the client (auto-filled based on address).
Pin Code	Pin code of the client location (auto-filled based on address).
Phone Number	Primary phone number of the client.
Alternate Phone	Alternate phone number of the client.
Email	Email address of the client.
Website	Website URL of the client.

• After filling in all required details, click "Save Client" to add the client. Click "Cancel" if you do not want to proceed.

Step 3: View Client Details

• To view the full details of a client, click the "View" icon (eye icon) in the Action column of the respective client row.

• A "Client Details" side panel will open displaying the following information:

Section	Details
Header	Client name, Client ID (e.g., CLT000017), Category (New/Regular/Premium), and Status (Active/Inactive).
Basic Information	Description of the client.
Contact Information	Phone, Alternate Phone, Email, and Website details.
Contact Person	Name, Phone, and Email of the contact person.

• At the bottom, the panel also shows the Created and Modified dates. Users can click "Edit" to modify the client details or "Close" to close the panel.

Step 4: Edit Client Details

• To edit an existing client, click the "Edit" icon (pencil icon) in the Action column of the respective client row.

• An "Edit Client" side panel will open with all the pre-filled fields for the selected client, including Client Name, Client Category, Client Description, Address, City, State, Country, Pin Code, Phone Number, Alternate Phone, Email, and Website.

• Modify the details as necessary and click "Update Client" to save the changes. Click "Cancel" if you do not want to update.

Step 5: Delete a Client

• To delete a client, click the "Delete" icon (trash icon) in the Action column of the respective client row.

• A confirmation dialog will appear with the message "Are You Sure? You want to delete this client?".

• Click "Yes, delete it!" to confirm the deletion. Click "Cancel" if you do not want to delete the client.

• After confirming, the client will be removed from the list and the table will be updated accordingly.