SIM understands the need for an effective management of your clients and their orders without searching through the long list of orders. On request from our Outsourcing clients we now have introduced the new feature to add your clients and organize them. You can add client profiles and then add website profiles to your client profile. So if you have 15 clients with 200 websites, you will have 15 client profiles which will contain the 200 website profiles. This new feature will save your time and help you manage your clients effectively. Your Client profile will have

• Client Name
• Client’s Company Name
• Address
• Country

Adding a Client Profile
You can add client profiles by clicking the “Add new Client” link next to “Client Profiles” in the cockpit.

Fill in the
• Client Name *
• Client’s Company Name*
• Address
• Country

And submit form. Fields marked * are mandatory.

Linking a website to client profile

If you are a long time client you may have probably added so many websites which may not have been linked to any of your clients. The count of the orphan website profiles will be displayed below the “Client Profiles” 

eg: There are [5] Undefined website profiles Link Them to the Client Profiles

Click the Link Them link which will display the website URL’s with a select option. Select the relevant websites and related client profile from the drop down menu at the bottom and click “Link websites to selected profile” button. If you have not added a client profile for a particular website you can add a client profile by clicking the Add New Client Profile link.