Client information section

We are currently using the custom fields to enter our client's name (so that we can filter them later), but i was wondering if there was a way we could enter all of our client's information (name; number; etc.) in a "custom fields" section (exemple), and then just go and select it when inputting their information into the custom field. Kind of like a "client card" or something like that...

 

Does Wrike have any plans of implementing something like this is a future version?

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Stephen

Hi Elyse, it sounds like you're looking for a CRM feature which there are currently no plans to develop in Wrike as we're focused on work management.

However, I can see that this would be useful for tracking client information associated with a task. If you only need to track a small number of clients you could create a Folder for each, add the client info in the Folder description and create all tasks for this client in that Folder. This will keep all jobs associated with the client in one place where their details can be easily referenced.

Admittedly, if you're dealing with a large amount of clients this may mean you'll have lots of client Folders which will make your Folder tree very busy, which may not be suitable.

Let me know what you think, or if I've misunderstood the request at all.

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Hi Stephen,

Yes, we actually had that structure before, but realized that it got much too complicated to follow everything and the task would double themselves up in reports (example), so I changed everything up by task and added the "client" field to be able to search for only a specific client.

However, like you mentioned, having many clients gets confusing and a lot of information (for my team)  so I thought of building client "tasks"/files in an "Administration" folder and have all of their contact information (and any other pertinent information) in the description, so that anyone can easily find the information, if they need to speak to a client, instead of always coming to me (administrative assistant).

Also had the idea of creating request forms, with the sole purpose of easily entering client contact information, and directly adding those in the "Administration" folder.

Do you have any other interesting ideas that could help optimise this as well?

Thanks! :)

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Stephen

A Request form to gather this information is an awesome idea Elyse - love it 👌 Do you have those tasks landing directly into your Administration Folder?

I wonder if instead of having these Requests create tasks, you could use a Project Template and create Projects from Requests. The reason why, is that when someone is creating a task for a client, they could tag their Client's Project (the one created from the Request form) to the task as a handy reference.

Here's a quick GIF to show you what I mean, looking forward to hearing your thoughts:

 

 

 

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That would be a good idea if we didn't have so many clients, and they each had a "client" project/folder, but we have separated them by "tasks" type and added a custom field that says what client we are speaking of... So a client projet from the request forms would probably just fill up or "tree" way too much, unfortunately.

But so far, my idea seems to work, although I do have to go and change the titles once the "request" is sent... I also added a custom workflow/status that's "open task" so that they don't show up in our normal reports to clients.

I was wondering, however, if there is a way to change the "titles" of the request forms when they come in? Exemple, right now they come in as requests with a "ticket" number, but is there a way of changing that option so that these forms come in with a pre-established name? (see attached picture for an exemple)

Can't wait to hear your feedback! 🙂

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Stephen

I was thinking that a huge client list may get a little messy Elyse. Just remember that the client's Folders I suggested can be all held within in one Parent Folder e.g 'Clients' so you can collapse the full Client list and you won't have a massive list of Folders visible in your Folder tree. Other people can then search using the search bar above the Folder tree to find their client's Folder to tag it. This also makes it super handy to create Reports based on specific client Folders.

Anyway, I'm really happy your way is working for you 😊

There's no direct way for you to customize the Folder's title, but you can map a Prefix which I think will work. This means you have one question in your form which is mapped to the start of the Task's title. So, you could ask; 'Please enter your company name', make the entry a 'Short text' one (just so it's not a huge title!) and that answer will map to the task's title as a prefix to the existing ticket number. Don't forget to set that question to 'Required!

Give it a go and let me know how you get on 🙃

 

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Hi,

What's the update on this? Is there any movement on a "client card" solution in Wrike?

 

KR
Nina 

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Cansu

Hi Nina Skantz, may I ask if you have considered creating a custom item type for this use case? You can find a how-to in this article. 

Cansu Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Cansu Wrike Team member Become a Wrike expert with Wrike Discover

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