Client Management & Project Volume Tracking

We’re excited to introduce the new 'Client Management' feature in MediaCAT, designed to help users efficiently manage client information and track the volume of work for each client. Users can now link client details directly to individual projects, enhancing control and organization. With the ability to associate client data with projects, you can easily export comprehensive records of completed work within a specified timeframe using the Export Project Record feature. 

This functionality simplifies the tracking and reporting process, making it easier for users to monitor the volume of work completed for each client over time.

1. Add Client Information:

To begin, go to the workspace settings menu and click on Manage Clients. Add client details by providing the minimum required information. No confirmation or notification emails will be sent to clients, as this information is used exclusively within MediaCAT.

2. Designate Clients for Projects:

After adding clients to your workspace, you can designate them when creating new projects. If you forget to assign a client during project creation, you can still select a client later by accessing the Project Detail page after the project is created.

3. Mark Projects as ‘Complete’ to Export:

To include a project in the Project Record export, make sure to update the project’s status to Complete. Only completed projects will be included in the exported record.

4. Export Project Record:

To export the Project Record for a specific timeframe, go to the Manage Clients page, click on the Export Project Record button, set your desired timeframe, and download the record. An XLSX file with the list of completed projects will be saved to your local computer.