Backdrop Tour - Client Management

Tour: Client Management Tour: Order Management Tour: Client Gateway Get Started!

Let’s start by logging in. We arrive at the Clients Dashboard, the heart of Backdrop. Clients are organized into Client Groups, and you can customize many of Backdrop's functions at the group level.

Clients are typically added by importing CSV (spreadsheet) or MDB (Access database) files. After that, you can view them in various ways using Client Lists. When searching or listing clients, we use an abbreviated view of the client record called a Client Card. You can do nearly everything you need from this screen, but if you need more detail, just click on the Client's name to bring up their complete record.

Next stop: Order Management

Tour: Client Management Tour: Order Management Tour: Client Gateway Get Started!