Clients
Where to find it: Sidebar > People > Clients
Clients are the companies and organizations Cooper House works with. A client is always an organization, not a person — the people at those companies are tracked as Contacts.
This page is hidden from contractors and accounting users.
The Client List
When you open the Clients page, you see a searchable list of all clients. Type in the search bar to filter by company name.
Click any client row to open their detail page.
Creating a New Client
Click the New Client button to add a company. Here’s what you’ll fill in:
| Field | Required | Description |
|---|---|---|
| Display Name | Yes | The name you’ll see throughout Cherp (e.g., “Marriott” or “The Beekman Hotel”) |
| Legal Name | No | The official legal entity name. Defaults to the display name if you leave it blank |
| Billing Terms | No | Payment terms for this client — Net 15, Net 30, Net 45, or Net 60 |
| Dex URL | No | Link to this client’s profile in Dex (external CRM) |
Primary Contact Info
You can also add a primary contact directly on the client record:
- Contact Name
- Phone
- Address
This is a quick reference for the main point of contact. For tracking multiple people at a client, use Contact Associations.
The Client Detail Page
Click into any client to see their full profile. The detail page shows:
- Client information — Display name, legal name, billing terms, and primary contact details
- Linked projects — Every project associated with this client, with status and key dates
- Contact associations — All the people connected to this client and their roles
Linking Contacts to a Client
Contacts are linked to clients through contact associations. Each association includes a role that describes the relationship. You can link the same contact to multiple clients with different roles.
Available Roles
| Role | When to Use It |
|---|---|
| Primary | The main day-to-day point of contact |
| Billing | The person who handles invoices and payments |
| Referral | Someone who referred this client to Cooper House |
| Attendee | A person who attends meetings but isn’t a decision-maker |
| Decision Maker | The person who signs off on approvals |
| Contractor | An external contractor working on this client’s projects |
| Consultant | An outside consultant involved with this client |
To add a contact association, go to the client detail page and add a contact with their role. If the person doesn’t exist yet, create them first on the Contacts page.