====== Steps to Fill in the Clients Table (Complete Guide) ====== This guide provides a step-by-step approach to correctly fill the **Clients** table. This table stores essential information about each client in the system, including client names, logos, invitation settings, and activation status. The table is critical for maintaining **multi-client environments**, where each client may have different configurations, logos, and invitation controls. For a complete description of the table structure and field explanations, please refer to the → [[fw_clients|Clients Table Structure]] ==== 1. Add the ID (id) ==== This is the **primary key** (auto-incremented) for the table.\\ **Do not manually enter** this value if inserting data directly via the database.\\ It is automatically generated. ==== 2. Enter the Client Name (clientname) ==== This column captures the **full name of the client**. This name will appear in: - Email invitations - Web platforms - App interfaces (if applicable) **Example:** clientname = "People Pulse" ==== 3. Set the Client Type (type) ==== The **type** column defines the vertical or category of the client. This helps in segmenting and categorizing clients. Common examples of **type**: KTO → Referrer Feedback ==== 4. Control Invitation Settings (stopinvitations) ==== This column controls whether the client can receive email invitations.\\ Use the following values: | **Value** | **Meaning** | | **0** | Send Invitations | | **1** | Stop Invitations | ==== 5. Upload the Client Logo (clientlogo) ==== **Logo Requirements:** - **Size:** 120x32 pixels - **Format:** PNG, JPG **File Upload Location:** clientlogo = Upload File (Binary Data/BLOB) ==== 6. Upload the Client Left Logo (clientleftlogo) ==== The **clientleftlogo** is visible on the **left side of the web portal interface**.\\ **Logo Requirements:** - **Size:** 165x60 pixels - **Format:** PNG, JPG **File Upload Location:** clientleftlogo = Upload File (Binary Data/BLOB) ==== 7. Upload the Invitation Header Logo (invitationheader) ==== The **invitationheader** appears specifically in email invitations **if it differs from the main client logo**.\\ If no logo is uploaded, the **clientlogo** will be used. **Logo Requirements:** - **Same size as clientlogo (120x32 pixels)** or - **Custom size based on client preference** **File Upload Location:** invitationheader = Upload File (Binary Data/BLOB) ==== 8. Upload the App Client Logo (appclientlogo) ==== This logo appears in **mobile applications** if the survey is accessible through an app.\\ **Logo Requirements:** - **Size:** 299x126 pixels - **Format:** PNG, JPG **File Upload Location:** appclientlogo = Upload File (Binary Data/BLOB) ==== 9. Set the Client Status (status) ==== This column determines whether the client is **active** or **inactive** in the system.\\ Use the following values: | **Value** | **Status** | | **1** | Active | | **0** | Inactive | ==== 10. Example: Final Record ==== Here’s an example of a complete record for a single client: | id | clientname | type | stopinvitations | clientlogo | clientleftlogo | invitationheader | appclientlogo | status | | 1 | People Pulse | KTO | 0 | [BLOB] | [BLOB] | [BLOB] | [BLOB] | 1 | ==== ✅ Notes ==== - If you do not want email invitations, set **stopinvitations = 1**. - Avoid uploading large-sized images; adhere to the dimensions specified.