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Add a new client

A client in Pipelinq is either a person or an organisation. Each carries contact details, notes, and a complete history of every lead, request, and contact moment linked to them.

Goal​

Create a new client record (person or organisation) and verify it lands in the right list with duplicate detection running.

Prerequisites​

  • You can edit clients (default for users; admins manage permission groups).

Steps​

1. Click + Add Item from the Clients view​

The create button is labelled Add Item, the standard @conduction/nextcloud-vue list action used across every Pipelinq list view (Clients, Contacts, Leads, Requests, …).

Add client button

2. Pick Person or Organisation​

The form fields differ: persons get first/last name, organisations get a single name field plus org-specific fields like KvK / VAT number.

Type picker

3. Fill the contact details​

The minimum required fields are Name (or First name + Last name for a person) and Type. Optional fields include Email, Phone, Address (street, postcode, city, country), and free-form Notes. Organisations carry extra optional fields: KvK number, VAT number, Website, Industry.

Form filled

4. Watch for duplicate-detection warnings​

If Pipelinq finds a likely match (similar name, matching email), a warning appears. See Resolve a duplicate-detection warning.

5. Click Save​

The client appears at the top of the list, and you land on its detail page.

Saved client

Verification​

  • The new client is in the Clients list.
  • Its detail page shows your input.
  • The history tab shows the creation event.

Common issues​

SymptomFix
Save button is disabledA required field is empty. The form highlights which one.
Duplicate warning appears even though this is a real new clientConfirm via Resolve a duplicate-detection warning. The override path keeps both records.

Reference​