How do I manage my clients?

2 min read

How do I manage my clients?

Navigate to Clients from the sidebar or press Ctrl+4. You can add, search, and filter client records. All client data is encrypted with AES-256-GCM and stored locally. No client data is sent to any external server.

Client List

The client list displays all your clients with:

  • Avatar: Colour-coded initials
  • Name: Decrypted from local storage
  • Email: Decrypted from local storage (if provided)
  • Status badge: Currently shows "Active" for all clients

Type in the search bar to filter clients by name or email. The search is instant and filters as you type.

Data Tier Filter

Filter clients by data classification level:

  • Public: Non-sensitive client records
  • Restricted: Standard client data
  • Private: Highly sensitive records

Click the filter icon to toggle tier filters. A badge shows how many filters are active.

Adding a Client

  1. Click the Add Client button (or the + icon)
  2. Enter the client's name (required) and email (optional)
  3. Click Save

The client is saved to your local encrypted database and immediately appears in the list.

Data Security

All client data is encrypted with AES-256-GCM in your local database. Client names and emails are decrypted only when displayed in the app. No client data is sent to any external server.