ClientlyWhere is my data stored?
Cliently’s core CRM records are designed to be stored locally on your device. The app does not require an online account for the initial offline-first experience.
What happens if I uninstall the app?
Local records may be removed when the app is uninstalled or its storage is cleared. Maintain your own backup if the information is important to your business.
Why did a saved item not appear?
First close and reopen the related screen. If the issue continues, restart the app and confirm that the required fields were completed. When contacting support, describe the exact steps and device type.
Can I connect a task to a client or deal?
Yes. Tasks can be associated with a client and, where supported, with a specific deal. This helps keep follow-ups connected to the correct work.
How do I delete all data?
Open Settings and use the clear-data option. Read the confirmation carefully because deletion may be permanent.
Does Cliently need internet access?
The core offline-first features are intended to work without a constant internet connection. External links, support email, or future online features may require internet access.
How do I report a bug?
Email the support address with your device model, operating-system version, app version, exact steps, and any error message. Do not include unnecessary confidential client information.