Shifton Field Service allows you to store, create, and edit a complete client database, as well as use client profiles when creating and managing tasks.
Client profiles help organize information, quickly find the right clients, and track all tasks associated with them.

Where to Manage Clients

1. Open the side panel.

2. Go to Clients.

   

The first tab displays all existing clients and includes the Create Client button.
Before adding clients, it is recommended to configure Client Fields to set up the structure of stored data.

Client Fields

Client Fields define what information will be collected and displayed in each client profile.

Supported Client Field Data Types

Each type determines the format of data entered:

• Text
  Short text input: city, company name, site name, comments.

• Number
  Numeric input: client ID, site number, number of branches.

• Checkbox
  A single option that can be marked: “VIP Client”, “Regular Client”, etc.

• Drop-down list (single select)
  Select one value from the list: client type, region, category, etc.

• Multi-select drop-down list
  Select one or multiple values: service types, service zones, additional categories.

• Date range
  Used to specify a time period: contract duration, service dates.

• Date
  A specific calendar date: contract signing date, first visit date.

• Text field
  A long text input for detailed notes, requirements, or service conditions.

• Phone number
  Field for entering a valid client or contact phone number.

• Email
  Field for entering a client’s or contact’s email address.

Client Field Settings

Each client field can be customized using the following options:

• Field Sorting — order in which fields are displayed in the profile.

• Field Options — list of selectable values for drop-down fields.

• Display in name — shows this field next to the client’s name in the client list.

• Allow search — enables the field to be used in search.

• Mandatory — makes the field required when creating a client.

• Show in client list — displays the field in the main list of clients.

• Actions — delete the field.

Working With Clients

Creating a Client

Through the “Clients” section

1. Open the Clients section.

2. Click Create Client.

3. Fill in the client details in the side panel.

4. Click Save.

   

When creating a task

During task creation:

• you can select an existing client,

• or create a new one — it will be automatically added to the client database.

  

Editing a Client

Each client has a pencil icon next to it.

When editing a client, you can:

• update any client information,

• add additional addresses or contact details,

• view all tasks that are linked to this client (current and completed).

Task List Inside the Client Profile

At the bottom of the client profile, you will see:

• a list of all tasks associated with this client,
  

There is also a Create Task button.
If you create a task from here, the client will be selected automatically.

Deleting a Client

1. Click the trash bin icon next to the client.

   

2. Confirm the deletion.

   

Important: Client deletion is permanent.
Deleted clients cannot be restored.

Frequently Asked Questions (FAQ)

Q: What are clients in Shifton Field Service?
A: Clients are the companies or individuals for whom your field service tasks are created, tracked, and managed. Shifton allows you to store, create, and edit a complete client database that you can use when planning and assigning tasks.

Q: Where can I manage clients in Shifton?
A: The Clients section is part of the Field Service area in the side menu — this is where you can view the full list of clients, create new ones, or edit existing profiles.

Q: How do I create a new client?
A: In the Clients section, click “Create Client”, fill in the client’s contact details (such as name, address, phone, email), and save. Newly created clients can then be selected when creating tasks.

Q: Can I edit an existing client’s information?
A: Yes — open the client profile you want to update, make changes to any fields like contact info or address, and then save the changes.

Q: Why do client profiles matter when creating tasks?
A: When a task is created, attaching it to a client profile ensures proper record keeping, helps with scheduling accuracy (especially with addresses and service areas), and allows for clearer task reporting and history.

Q: Can I delete a client from the database?
A: Yes — most systems like Shifton allow deleting a client from the list. However, be cautious: removing a client that’s used on historical tasks may affect reporting or task records. (Check on-screen confirmations before deletion.)

Q: Are client addresses used for anything besides contact info?
A: Yes — client address data is used in task creation and in services like the Map, where task location, routing, and service area checks depend on accurate client addresses.