Clients Overview

Save transferors and transferees to auto-fill their details on future waste transfer notes.

1. Open Clients→

2. Search or browse→

3. Click a client to view detail→

4. Edit or delete

1. What the Clients list shows

The Clients page lists every contact you have saved. Each row shows the client name, their role badge (Transferor, Transferee, or Both), carrier registration number, company name, and the number of waste transfer notes they appear on. You can search by name, company, role, or carrier registration number.

2. Columns and badges

Each client card displays the following information at a glance.

Clients

Your saved contacts

Name*

John Smith

Role badge

Transferor▾

Carrier Reg

CBDU123456

Company

Acme Waste Ltd

Notes count

12 notes

+ New Client

Export

Delete

3. Actions

Click any client row to open their detail page. Use the trash icon on a row to delete a client — you will be asked to confirm before the deletion is applied. Use the "+ New Client" button in the top-right to add a new client. You can also export the full client list to CSV using the Export button in the top bar.

Auto-fill on notes

Saved clients appear in the Section B and C pickers when creating a waste transfer note. Selecting a client populates their address and registration details automatically, saving you time on every note.

Note count is matched by name

The notes count badge is calculated by matching the client name against the transferor and transferee name fields on your notes. It is case-insensitive but must match exactly — so keep client names consistent.

Common Mistakes

• Creating duplicate clients with slightly different name spellings — this causes the note count to undercount and means the client will not always appear in auto-fill.

• Forgetting to set the role on a client — without a role badge it can be hard to tell at a glance whether the client is a collector or producer.

Field Reference

Field	Required	Description
Name	Yes	Primary contact or company name used on waste transfer notes.
Role badge	No	Typical role this client plays on a note — shown as a coloured badge.
Carrier Reg	No	EA waste carrier registration number displayed in monospace font.
Company	No	Company or trading name shown below the contact name.
Notes count	No	Number of waste transfer notes this client appears on (as transferor or transferee).

Adding a Client

Create a client record with contact details, registrations, and SIC codes so notes auto-fill with accurate information.

Client Detail Page

View a client's full profile, active season ticket, transfer statistics, and linked waste notes.

EA Register Lookup

Search the Environment Agency public register to verify carriers and permit holders, and auto-fill client details.