Managing client records

Authorized roles create clients from the clients module or Quick Create. Edits stay inside the active organization. Body organizationId values that disagree with request context are ignored or rejected — the membership-bound context wins.

Use account codes when your office already files work by customer number. Notes are for dispatch-facing context (billing contact preferences, preferred call windows), not for storing secrets.

Prefer soft-deactivate when a customer relationship ends but historical jobs must remain. Hard-deleting referenced clients is not the operational model — FieldKeel keeps history and soft-deactivates referenced entities.

If create client is blocked, confirm the workspace is not read-only after trial expiry and that your role allows client mutations.