Clients
The clients module is the hub of schakl.: nearly everything in the platform attaches to a client. Clients live in the main menu; each client has one file page on which the other modules contribute their panel.
The client file
Section titled “The client file”Besides the base details, the client page shows a panel per enabled module: contacts, projects, hours, domains, websites, hosting, subscriptions and files. A module you disable disappears from here automatically — the file is composed of what your organization actually uses.
The file opens on the work: the vital signs under the header, then the running tasks, hours and interactions, and only after those the panels you occasionally look up. A panel is drawn at the width it declares, so every client has the same layout, even when a neighbouring panel happens to be empty for this one. Panels with nothing in them yet become one strip of ＋ chips at the bottom instead of separate empty cards.
- Every figure opens the list it counts. The open-task count opens exactly this client’s tasks, grouped by urgency; the hours open the hours report filtered to this client.
- A panel shows a page and says what it is not showing, for example 5 van 23 getoond, with Nog 18 tonen or a link to the whole list, already filtered to the client.
- A detour brings you back. Open a contact, domain, project or task from a panel, and saving, cancelling and deleting all return you to the client. Uren boeken opens a dialog with the client already filled in; the client page stays underneath.
At the bottom of the file sits the activity trail: who changed what, when, with the change itself. It is recorded automatically and survives even when an employee later leaves.
The client list
Section titled “The client list”The list opens on the working book of business: every status but archived, shown as the Niet gearchiveerd (not archived) pill. Alles (all) brings the archive in; both live in the URL, so you can share them and the back button lands where you were. The export gets exactly the filter you see on screen. Mijn klanten (my clients) shows only the clients you are on.
The filters sit in the same filter bar every list in schakl. has: search, the status pills in the status’s own colour, and wissen (clear) that empties everything at once. On a phone the bar folds behind one button, which only carries a count when you switched something on; the default Niet gearchiveerd does not count as a filter there.
Archive or delete
Section titled “Archive or delete”A client you are done with, you archive: everything is kept, the client leaves the working lists and stays reachable under Alles.
Deleting is for a mistake and moves the client to the trash (Prullenbak): the client and everything attached to it hide everywhere, can be restored for thirty days, and are then gone for good. A client with a history cannot be deleted. If the client has issued invoices or quotes, domains, hosting accounts, subscriptions, projects or time entries, the dialog names them with their counts, offers Archiveren as the primary button and keeps Naar de prullenbak disabled. Tasks, contact links and documents go along; interactions are unlinked and kept.
After a delete a notice lets you undo it. While anything is in the trash, the client list shows Prullenbak (n); under Instellingen → Prullenbak (Settings → Trash) you restore or purge. A client in the trash keeps its client number.
Contacts
Section titled “Contacts”A client has one primary contact (marked with the brand colour) and as many additional contacts as you like. Linking, unlinking and switching the primary happen in the file’s edit mode; quickly adding a new contact works right from the client page.
Custom fields
Section titled “Custom fields”Missing a field — a segment, a region code? Under Instellingen → Aangepaste velden (Settings → Custom fields) you define your own typed fields per entity type (text, number, date, select, …), required if you wish. They automatically appear in the form, on the file and as columns in the list view.
Create from wherever you are
Section titled “Create from wherever you are”Every picker that references a client — on a project, a time entry, a domain — offers ”＋ add”: the full create dialog opens in place, and after saving the new client is selected immediately. You never leave your work because a client didn’t exist yet.
Permissions
Section titled “Permissions”Who may view, create, edit or delete clients is set per role under Instellingen → Rollen (Settings → Roles) — like every module, permissions are fine-grained and configured per organization.