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Client ID Field for Easy Navigation and Tracking
Client ID Field for Easy Navigation and Tracking
Lubica Jakubac avatar
Written by Lubica Jakubac
Updated over 6 months ago

Do you use internal client IDs in your reporting and tracking?

In addition to the client (folder) name, you can now track your clients in Datamolino by using the Client ID field. This feature is designed to help you manage multiple clients more effectively.

How to Use the Client ID Field in Datamolino

👇 First, access the Folder Menu

👇 Update Inside Folder Preferences

Client ID field updated via Folder Preferences in Datamolino

👇 View in Main Dashboard and Search for clients by using their Client ID

Client ID field inside the Main Dashboard in Datamolino

✨ Available in Reports and Billing History:

  • The Client ID will be included in reports.

  • It will also be visible in the History of billing cycles.

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