ClientHub User Guide

ClientHub is a Command Line Interface (CLI) contact management application built specifically for sales representatives. Unlike spreadsheets or complicated CRMs, ClientHub provides a fast, lightweight, and efficient way to track clients, manage interactions, and monitor progress, all with a CLI.

Quick start

  1. Ensure you have Java 17 installed.

  2. Downlaod the latest .jar file from here

  3. Copy the file to the folder you want to use as the home folder.

  4. Open a command terminal and cd into the folder you put the .jar file in. Use java -jar clienthub.jar command to run the application.

  5. Type the command in the command box and press Enter to execute it. e.g. typing help and pressing Enter will open the help window.
    Some example commands you can try:

    • list : Lists all clients.

    • add n/John Doe p/98765432 e/johnd@example.com a/John street, block 123, #01-01 : Adds a contact named John Doe to ClientHub.

    • delete 3 : Deletes the 3rd client shown in the current list.

    • clear : Deletes all clients.

    • exit : Exits the app.

  6. Refer to the Features below for details of each command.

Features

Notes about the command format:

  • Words in UPPER_CASE are the parameters to be supplied by the user.
    e.g. in add n/NAME, NAME is a parameter which can be used as add n/John Doe.

  • Items in square brackets are optional.
    e.g n/NAME [t/TAG] can be used as n/John Doe t/friend or as n/John Doe.

  • Items with …​ after them can be used multiple times including zero times.
    e.g. [t/TAG]…​ can be used as   (i.e. 0 times), t/friend, t/friend t/family etc.

  • Parameters can be in any order.
    e.g. if the command specifies n/NAME p/PHONE_NUMBER, p/PHONE_NUMBER n/NAME is also acceptable.

  • Extraneous parameters for commands that do not take in parameters (such as help, list, exit and clear) will be ignored.
    e.g. if the command specifies help 123, it will be interpreted as help.

  • If you are using a PDF version of this document, be careful when copying and pasting commands that span multiple lines as space characters surrounding line-breaks may be omitted when copied over to the application.

Viewing help : help

Shows a message explaining how to access the help page.

help message

Format: help

Adding a person: add

Adds a person to ClientHub.

Format: add n/NAME p/PHONE_NUMBER e/EMAIL a/ADDRESS [t/TAG]…​

Tip: A person can have any number of tags (including 0)

Examples:

  • add n/John Doe p/98765432 e/johnd@example.com a/John street, block 123, #01-01
  • add n/Betsy Crowe t/friend e/betsycrowe@example.com a/Newgate Prison p/1234567 t/criminal

Listing all persons : list

Shows a list of all persons in ClientHub.

Format: list

Editing a person : edit

Edits an existing person in ClientHub.

Format: edit INDEX [n/NAME] [p/PHONE] [e/EMAIL] [a/ADDRESS] [t/TAG]…​

  • Edits the person at the specified INDEX. The index refers to the index number shown in the displayed person list. The index must be a positive integer 1, 2, 3, …​
  • At least one of the optional fields must be provided.
  • Existing values will be updated to the input values.
  • When editing tags, the existing tags of the person will be removed i.e adding of tags is not cumulative.
  • You can remove all the person’s tags by typing t/ without specifying any tags after it.

Examples:

  • edit 1 p/91234567 e/johndoe@example.com Edits the phone number and email address of the 1st person to be 91234567 and johndoe@example.com respectively.
  • edit 2 n/Betsy Crower t/ Edits the name of the 2nd person to be Betsy Crower and clears all existing tags.

Locating persons by name: find

Finds persons whose names contain any of the given keywords.

Format: find KEYWORD [MORE_KEYWORDS]

  • The search is case-insensitive. e.g hans will match Hans
  • The order of the keywords does not matter. e.g. Hans Bo will match Bo Hans
  • Only the name is searched.
  • Only full words will be matched e.g. Han will not match Hans
  • Persons matching at least one keyword will be returned (i.e. OR search). e.g. Hans Bo will return Hans Gruber, Bo Yang

Examples:

  • find John returns john and John Doe
  • find alex david returns Alex Yeoh, David Li
    result for 'find alex david'

Deleting a person : delete

Deletes the specified person from ClientHub.

Format: delete INDEX

  • Deletes the person at the specified INDEX.
  • The index refers to the index number shown in the displayed person list.
  • The index must be a positive integer 1, 2, 3, …​

Examples:

  • list followed by delete 2 deletes the 2nd person in ClientHub.
  • find Betsy followed by delete 1 deletes the 1st person in the results of the find command.

Clearing all entries : clear

Clears all entries from ClientHub.

Format: clear

Exiting the program : exit

Exits the program.

Format: exit

Saving the data

ClientHub data are saved in the hard disk automatically after any command that changes the data. There is no need to save manually.

Editing the data file

ClientHub data are saved automatically as a JSON file [JAR file location]/data/clientbook.json. Advanced users are welcome to update data directly by editing that data file.

Caution: If your changes to the data file makes its format invalid, ClientHub will discard all data and start with an empty data file at the next run. Hence, it is recommended to take a backup of the file before editing it.
Furthermore, certain edits can cause ClientHub to behave in unexpected ways (e.g., if a value entered is outside the acceptable range). Therefore, edit the data file only if you are confident that you can update it correctly.

Archiving data files [coming in v2.0]

Details coming soon ...

FAQ

Q: How do I transfer my data to another Computer?
A: Install the app in the other computer and overwrite the empty data file it creates with the file that contains the data of your previous ClientHub home folder.

Known issues

  1. When using multiple screens, if you move the application to a secondary screen, and later switch to using only the primary screen, the GUI will open off-screen. The remedy is to delete the preferences.json file created by the application before running the application again.
  2. If you minimize the Help Window and then run the help command (or use the Help menu, or the keyboard shortcut F1) again, the original Help Window will remain minimized, and no new Help Window will appear. The remedy is to manually restore the minimized Help Window.

Command summary

Action Format, Examples
Add add n/NAME p/PHONE_NUMBER e/EMAIL a/ADDRESS [t/TAG]…​
e.g., add n/James Ho p/22224444 e/jamesho@example.com a/123, Clementi Rd, 1234665 t/friend t/colleague
Clear clear
Delete delete INDEX
e.g., delete 3
Edit edit INDEX [n/NAME] [p/PHONE_NUMBER] [e/EMAIL] [a/ADDRESS] [t/TAG]…​
e.g.,edit 2 n/James Lee e/jameslee@example.com
Find find KEYWORD [MORE_KEYWORDS]
e.g., find James Jake
List list
Help help