Overview
Clients represent the organizations you're doing implementation work for. Each client can have multiple projects, multiple contacts, and detailed organizational information that helps you manage relationships and track work across engagements.
Client Information
What You Can Store
For each client organization, Glossa captures:
Organization Details:
Client Name (required)
Industry
Website
Phone Number
Email
Logo URL
Description
Location Information:
Country
State
City
Company Size:
Employee Count
Client Contacts
Each client can have multiple contacts—the individual stakeholders, decision-makers, or team members you work with.
For each contact, you can store:
First Name
Last Name
Email Address
Department
Job Title
Phone Number
Location
Timezone
Notes
Important: Contacts are used for:
Matching meeting participants to projects (for Google Meet/Teams integration)
Assigning tasks within Glossa
Tracking stakeholder involvement
Creating Clients
During Project Creation
The most common way to create a client:
Start creating a new project
When you reach the Client field, click Create New Client
Fill in client details (only client name is required)
Continue with project creation
The client is now available for use in other projects.
From the Clients Tab
You can also create clients independently:
Click Clients in the main navigation
Click Add Client
Fill in client information
Add contacts (optional)
Save
This is useful when:
Setting up multiple clients before creating projects
Updating client information outside of project context
Managing your client database proactively
Managing Clients
Viewing Clients
Access your client list from the Clients tab in main navigation:
See all clients in your organization
View client details, contacts, and associated projects
Search and filter clients
Editing Client Information
To update client details:
Go to Clients tab
Click on the client you want to edit
Click Edit Client
Update any information:
Organization details
Location
Company size
Logo
Save changes
Effect: Changes immediately apply to all projects associated with this client.
Adding Contacts
To add contacts to a client:
Open the client record
Go to Contacts section
Click Add Contact
Fill in contact information:
Name and email (typically required)
Department, title, phone, location
Notes about this stakeholder
Save
Multiple contacts: You can add as many contacts as needed—there's no limit.
Editing Contacts
To update contact information:
Open the client record
Find the contact in the Contacts section
Click to edit
Update information
Save
Deleting Contacts
To remove a contact:
Open the client record
Find the contact
Click delete or remove
Confirm
Note: Deleting a contact may affect:
Task assignments (if tasks were assigned to this contact)
Meeting matching (if this contact's email is used to match meeting recordings to projects)
Client-Project Relationship
Multiple Projects per Client
One client can have many associated projects:
Benefits:
Track all work for a client in one place
Reuse client information across projects
See client history and engagement over time
Examples:
"Acme Corp - CRM Migration Phase 1"
"Acme Corp - CRM Migration Phase 2"
"Acme Corp - Portal Enhancements"
Viewing Client Projects
From a client record:
See all projects associated with this client
Click through to open any project
Associating Projects with Clients
Projects are associated with clients during project creation (client selection is required). You cannot change the client associated with a project once the project is created.
Deleting Clients
When You Can Delete
You can delete a client only if they have no associated projects.
How to Delete
Go to Clients tab
Click on the client
Click Delete Client
Confirm deletion
If Client Has Projects
If you try to delete a client with existing projects:
Glossa will prevent the deletion
You'll see an error: "Cannot delete client with associated projects"
To delete:
First, disassociate all projects from this client by deleting all projects for this client
Then delete the client record
Merging Duplicate Clients
Glossa does not have automatic client merging.
If you accidentally create duplicate client records:
Manual merge process:
Choose which client record to keep (usually the one with most information)
Edit that client record to add any missing information from the duplicate
Add any contacts from the duplicate client to the main record
Delete the now-empty duplicate client
Prevention: Search existing clients before creating new ones to avoid duplicates.
Using Client Contacts for Integration Matching
Meeting Integration
When Glossa processes Google Meet or Teams recordings, it uses client contacts to match meetings to projects:
Glossa checks meeting participant emails
If a participant email matches a client contact
The meeting is associated with projects for that client
If multiple projects exist for the same client:
The meeting goes to a queue
You are notified to take action using the bell icon on the bottom left of your screen
You manually assign it to the correct project(s)
Best practice: Keep client contact emails current and accurate for automatic meeting matching.
Best Practices
Client Information
Capture what's useful:
Don't feel obligated to fill every field
Logo URL is nice for viewing at a glance but not essential
Focus on information you'll actually reference
Keep contacts updated:
Add new stakeholders as you discover them
Update contact information when people change roles
Note contact roles in the Notes field ("Primary Decision Maker", "Technical Lead", etc.)
Organization
Use consistent naming:
Official company name: "Acme Corporation" not "Acme" or "Acme Corp"
Makes searching and filtering easier
Prevents duplicate client records
Document key information:
Use the Description field for important context
Note any special requirements or considerations
Multi-Project Clients
Descriptive project names:
Include the client name in project names
Specify the phase or type of work
Example: "Acme Corp - Phase 1 Migration" and "Acme Corp - Phase 2 Enhancements"
Reuse categories:
If working on similar projects for the same client, reuse category structures
Maintains consistency across engagements
Easier to compare and report on similar work
Common Use Cases
Consulting Firms
Multiple clients, multiple projects:
Create client record for each customer
Add key stakeholder contacts
Track all projects per client
Bill by client using project-level data
System Integrators
Ongoing relationships:
Detailed client profiles with many contacts
Multiple projects spanning years
Track evolution of client needs over time
Reference previous projects when scoping new work
Internal IT Teams
Department as "clients":
Create client records for each business unit
Track projects/requests by department
Manage stakeholder contacts per department
Report on work done for each business area
Product Companies
Customer implementations:
Client = each customer getting implementation
Track customization projects per customer
Manage customer-specific contacts
Reference implementations across customers
Troubleshooting
I can't find my client in the dropdown
Possible causes:
Client doesn't exist yet (you need to create it)
Misspelled the client name in your search
Solution:
Search more broadly in the client list
Create a new client if it truly doesn't exist
Verify you're in the correct organization
Meeting isn't matching to my project
Check:
Does the meeting have a participant whose email matches a client contact?
Are client contact emails correctly entered?
Is the contact associated with the right client for this project?
Solution: Update client contact emails to match meeting participants.
I can't delete a client
The client has associated projects.
Solution:
Go to the client record
See which projects are associated
Either reassign those projects to another client, or delete the projects
Then delete the client