Software documentation for management, scheduling, and optimization of field operations
Customer and activity management with Cadulis: Centralize your data and tasks
Efficiently Manage Your Client Sites and Associated Activities
This section guides you through the complete management of clients, sites, and business activities in Cadulis.
Learn how to:
- Create client records
- Import your existing data
- Add conditional custom fields
- Structure information for smooth and professional tracking
📌 Available Guides
🏢 Create and Manage Client Sites
Create comprehensive client records with address, contacts, and history, and discover how to bulk import them via CSV file.
✍️ Edit Custom Fields on the Client Record
Add tailor-made fields: contract number, access code, technical information… with or without display conditions.
💡 Tip
Optimize your filters and reports
Well-designed custom fields will allow you to filter your activities, target your report deliveries, and analyze your interventions more precisely.
Ensure your success with Cadulis.
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