Clients Overview

The Clients page in Ping is the foundation for building accurate client memory. Setting up clients and contacts correctly allows Ping to pull from past emails and meetings, making answers, drafts, and workflows more accurate over time.

What You See on the Clients Page

When you open Clients from the left-hand menu, you’ll see a list with the following columns:

  • Client Name which represents the client or company.
  • PM which shows sync status with your practice management tools.
  • Contacts which are the people associated with that client.
  • Assignments, which show the people assigned to the client when Client Assignments are on.
  • Last Interaction which shows the most recent communication.

Each client represents a company, not an individual person.

How Contacts Connect to Client Memory

Contacts are the key to building client memory.

Each contact includes:

  • A name
  • An email address

Any email communication sent to or received from a contact’s email is automatically linked to the associated client. Over time, this allows Ping to collect emails, messages, and meetings under that client.

This connection is what powers Ask Ping, giving you answers based on all past interactions with that client.

Viewing Client History and Context

When you click into a client, you’ll see a timeline that includes:

  • Past emails
  • Meetings
  • Other interactions tied to that client’s contacts

All of this information is pulled directly from linked contacts, which is why adding and maintaining contacts is so important.

Using Client Assignments to Control Visibility

Client Assignments connect clients directly to people.

  • When Client Assignments are on, staff members see clients assigned to them.
  • When Client Assignments are off, every organization User can see every organization client.
  • Existing assignments stay saved while the setting is off.

Use Client Assignments when your organization needs to separate client access by person. Turn them off when all staff should share the same client list.

Creating New Clients and Adding Contacts

You can easily create new clients and keep them up to date.

Follow these steps:

  1. Go to the Clients page.
  2. Click New Client.
  3. Enter the client name.
  4. Add relevant contacts with their email addresses.
  5. If Client Assignments are on, assign the client to one or more people.

Any time someone new joins a client company or you begin communicating with a new person, be sure to add them as a contact.

Why Clients and Contacts Matter

The more complete your clients and contacts are:

  • The stronger your client memory becomes.
  • The more accurate email drafts, tasks, and workflows will be.
  • The better Ping can answer questions using Ask Ping.

Client memory improves continuously as more data is collected, so setting this up early pays off over time.

Additional Resources

If you already have a list of clients, you can import them all at once.

Use this link to go to the bulk import clients help article: How to import clients using a CSV or Excel file.

That’s everything you need to know about the Clients page and why it plays such a critical role in Ping.