On the Clients page, you'll find every business and individual you work with. Each client business has its own page, and the people at that client business are its contacts. The Clients section in the sidebar has two pages: Clients (your main list by business name) and Contacts (all the people associated with the client business).
To create a client:
Go to Clients using the sidebar
Click Create client at the top right
Choose the client type — Business or Individual — and enter the client's name
Fill in the contact's details. Click + Add contact to add more people
Optional: add reference fields to keep your own details, like an internal client ID, on the client
Click Create
To edit a client:
Go to Clients using the sidebar
Pick a client and click Edit from the three dots menu
Edit the client's name or type and click Save
To edit a contact:
Go to Clients → Contacts using the sidebar, pick a contact, and click Edit from the three dots menu — or open the client's page and edit the contact from its Contacts card
Edit the fields and click Save
A contact's email can be changed at any time. A few things to know:
If the contact is connected to an Anchor user account, you'll see a confirmation — they'll need to use the updated email to access their client portal.
If the contact has proposals awaiting approval, changing their email withdraws those proposals back to your drafts (you'll be asked to confirm).
If a person is a contact on more than one of your clients, edit their email from each client's page.
To archive a client:
Archiving now happens at the client level — a client's contacts get archived along with it.
Go to Clients using the sidebar
Pick a contact and click Archive from the three dots menu
The client's details are kept, and you can restore them at any time: set the Client status filter to Archived, find the client, and click Unarchive.
A few rules to know:
Clients and contacts can only be archived if their associated agreement is terminated. Agreements that are Active or Completed are live agreements and their associated client and contacts cannot be archived.
If the client has proposals awaiting approval, archiving deletes those pending proposals — the confirmation will tell you before you continue.
If the client is selected on any draft proposals, archiving removes them from those drafts.
To delete a client:
Deleting contacts is a permanent action. Deleted contacts cannot be restored.
Go to Clients using the sidebar
Pick a contact and click Delete from the three dots menu
To bulk import clients:
Go to Clients using the sidebar
Click More actions → Import clients
Download the CSV template
Add your clients and their contacts — a client can have several contacts, one per row
The header file on the template must be included in the csv upload and remain unedited.
When adding new clients, the Client ID column will remain empty. This column will be filled in upon client creation.
When adding new contacts to existing clients, export your contacts to a csv file, add the new contacts at the bottom, and copy and paste over the Client ID and Client name fields to match prevent creating duplicate clients with slightly different names (ex: Acme Corp vs Acme Cor.).
Upload your CSV file
Tip: to add contacts to clients you already have, click More actions → Export all to CSV, add the new rows, and import the same file back.
To bulk export clients:
Go to Clients using the sidebar
Click More actions → Export clients
Download the CSV template
Reference fields for clients
Reference fields let you attach your own details to a client, using a name and a value that you choose. They are a great way to keep your Anchor clients connected to the other systems and processes your firm uses.
Some ideas to get you started:
A client ID from your practice management or accounting software
The department that looks after the client
The account manager for the client
Reference fields are for your firm’s internal use. They are saved on the client in your account, and they don’t appear on proposals, agreements, or invoices.
To add reference fields to a client:
Go to Clients using the sidebar
To add them to a new client, click Create client. To add them to an existing client, pick the client and click Edit client on the Client details card, or click Edit from the three dots menu
In the Reference fields section, enter a Reference field name (for example, “Practice ID”) and a Value (for example, “PR-1001”)
To add more, click Add reference field. To remove a field, click the X next to it
Click Create or Save
You can see a client’s reference fields on its page, under Client details.
Where you can use your reference fields:
In CSV imports and exports, so you can bring reference fields in with your clients and match Anchor data to your other systems. They also appear in the payouts export.
Through the Anchor API and webhooks, so your own automations can read them when accessing your client information.