---
title: "Clients | WEB | Overview"
description: "### **Clients in SpyderFlow** - Information is entered into SpyderFlow: to enable different clients to be identified and referenced / incorporated into workflows as required in SpyderFlow. - **Location**: SpyderFlow Main Menu --> Contacts --> Clients #### **List of Clients**…"
url: "https://spydertech.net.au/docs/contacts-web-clients/"
updated: "2025-07-04"
category: Clients
---

# Clients | WEB | Overview

### **Clients in SpyderFlow**

- Information is entered into SpyderFlow: to enable different clients to be identified and referenced / incorporated into workflows as required in SpyderFlow.
- **Location**: SpyderFlow Main Menu --> Contacts --> Clients

#### **List of Clients**

- The default opening page of Clients
- This has all listed Clients for your SpyderFlow.

#### **List of Clients columns and data**

- Can be filtered, searched, sorted and have rules added
- Can be customised for view and exports.

![](https://spydertech.net.au/wp-content/uploads/2025/01/List-of-Clients-1024x576.png)

 

#### **Select Actions**

This is the 'Bulk Action' dropdown.

- Click to select, change multiple listed clients to activate, disable or hold.

![](https://spydertech.net.au/wp-content/uploads/2025/01/Clients-bulk-action-1024x157.png)

 

#### **Select List Columns**

- Click Select List Columns button
- Customise Columns on page (Add/Remove) - Tick or untick to select column choices.

![](https://spydertech.net.au/wp-content/uploads/2025/01/clients-select-list-columns.png)

![](https://spydertech.net.au/wp-content/uploads/2025/01/clients-select-list-columns-1.png)

 

 

#### **+Create New**

![](https://spydertech.net.au/wp-content/uploads/2025/01/Contractors-create-new.png)

Create a New Client record with information and any relevant attachments.

**Start filling out fields on default Details Tab first. Note! Other tabs are not available until after details tab is complete and saved.**

- Default tab opens into Details --> Fill out all details (especially mandatory in red)
- Complete all other fields as required by your organisation.
- Click Save (once complete) for saving information details.

![](https://spydertech.net.au/wp-content/uploads/2025/01/client-create-new-1024x659.png)

 

**Once Details tab is Saved**

- **Move to each tab left to right** to add or view: Contacts, Communications, Related, Notes, Attachments, Activity.
- Open each tab and click **+ADD or EDIT**then complete or view details for each tab area.
- **Upload photos and files** as required through upload buttons, dropdown categories.
- Type fields can in some sections can be filled in to give identity to files added and uploaded.
- **Last tab: Activity** will keep record of all activity in client record as you fill out, modify or delete.

 

**Contacts Tab --> Click to +ADD**

![](https://spydertech.net.au/wp-content/uploads/2025/01/Client-contacts-tab-e1736991626963-1024x217.png)

Fill out fields for each Contact --> Save when complete

![](https://spydertech.net.au/wp-content/uploads/2025/01/Contacts-fields-1024x345.png)

 

**Communications Tab** --> Click to EDIT

Fill in emails details for notification communication from SpyderFlow to Client for Service Requests and Invoices

![](https://spydertech.net.au/wp-content/uploads/2025/01/Client-communications-Edit-1024x593.png)

 

**Related Tab** --> go to related Schedules, Rate Groups, Work History

![](https://spydertech.net.au/wp-content/uploads/2025/01/Client-related-tab-1024x220.png)

 

**Notes Tab** --> Click to **+ADD** notes --> Complete fields and Save

**Handy hint**!

- Arrow far right can click to go into expanded view

![](https://spydertech.net.au/wp-content/uploads/2025/01/Client-notes-1024x267.png)
Default view to add notes

 

![](https://spydertech.net.au/wp-content/uploads/2025/01/Client-notes-expanded-view-1024x373.png)
Client notes expanded view

 

**Attachments Tab -**Click to +ADD

- Complete fields, choose files/photos and upload to Client
- Save when complete

![](https://spydertech.net.au/wp-content/uploads/2025/01/Client-attachments-1024x366.png)

 

**Activity Tab** --> View activity of the client by: Reference type, Reference, Description, Change To and Change From (status), Created (date/time) and Created by (account name who did the activity) columns.

![](https://spydertech.net.au/wp-content/uploads/2025/01/Client-activity-tab-1024x275.png)