If you’ve worked with a client before, Eano already knows who they are — their name, phone, and email are sitting in your client list. So when you start a new opportunity or project for them, there’s no reason to type all that in again. Start typing their name and Eano fills the rest in for you.
It’s a small thing that saves a surprising amount of time, and it does something more important than save keystrokes: it keeps your records clean. When the same client’s details come from one saved profile every time, you don’t end up with three slightly different versions of the same person scattered across your projects.
This article covers the two ways to use autocomplete, how to keep your client list tidy so it stays accurate, and a few things worth knowing.
Why This Matters
Every opportunity and project in Eano is tied to a client. If you retype that client’s details by hand each time — “Bob Smith” here, “Robert Smith” there, a typo’d phone number somewhere else — you slowly build up duplicates, and duplicates make everything downstream messier: your client list, your reporting, your ability to find all the work you’ve done for one person. Auto-filling from a saved profile sidesteps all of that. One client, one record, pulled in consistently wherever you need it.
Where Your Clients Live
Before the two methods, one thing that trips people up: your client list is under People in the left menu — choose Client. There is no standalone “Clients” tab, so if you’ve been hunting the top nav for one, that’s why you couldn’t find it. This is true whatever your role — if you can see clients at all, People > Client is where they are.
Two Ways to Auto-Fill
There are two places you can pull a saved client into a new opportunity or project. Pick whichever matches where you’re starting from.
Option 1 — Start From the Client List
This is the fastest route when you already know which client the new work is for.
Open People in the left menu and choose Client.
Find the client — use the search bar, or browse with the Card View / List View toggle (more on that below).
On that client’s card or row, click +Opp (for a new opportunity) or +Proj (for a new project).
The New Opportunity (or Project) form opens with the client’s details already pre-filled.
Review the fields, add anything that’s missing (like the project address), and Save.
Option 2 — Start From Opportunities or Projects
This is the natural route when you’re already in the middle of creating something and realize it’s for an existing client.
Go to Opportunities (or Projects).
Click +New.
In the Client field, start typing the client’s name, email, or phone.
Select the right match from the dropdown.
The client’s details auto-fill instantly. Complete the rest of the form and Create.
Card View vs. List View
On the client list, a Card View / List View toggle lets you scan your clients whichever way suits you. Card View is roomy and visual — good for browsing a smaller list. List View is compact and quick to scan — good when you’ve got a lot of clients and you’re looking for one specific name. Both show the same clients and both give you the +Opp / +Proj shortcuts; it’s purely about how you’d rather look at them.
Keeping Your List Clean
Autocomplete is only as good as the client list behind it, so a little upkeep goes a long way:
Avoid duplicates. If you spot the same person under two records — same email or phone — merge them so there’s a single source of truth.
Keep contact details current. When a client’s phone or email changes, update it in their Client profile. Every future auto-fill pulls from there, so fixing it once fixes it everywhere going forward.
Standardize naming. Pick one way to write a company’s name and stick with it. Consistent names keep the list searchable and stop near-duplicates from creeping in.
A Few Things Worth Knowing
Auto-fill is a starting point, not a lock. Everything that gets pre-filled is fully editable — review it and add whatever the new opportunity or project needs (the project address, for instance, usually isn’t part of the saved client record).
Updating a profile doesn’t rewrite past projects. Editing a client’s details updates what future auto-fills pull in; it won’t retroactively change opportunities or projects you’ve already created.
The client has to be saved first. Autocomplete pulls from your existing client list. If it’s a brand-new client you’ve never worked with, just type their details into the form — they’ll be saved and available to auto-fill next time.
Frequently Asked Questions
Where is my client list? I can’t find a “Clients” tab. There isn’t one. Your clients live under People in the left menu — choose Client. This is the same wherever your role lands you.
Why isn’t a client showing up when I type their name? Autocomplete only surfaces clients already saved in your list. If you’ve never created a record for them, there’s nothing to match yet — enter their details on the form and they’ll be saved for next time. If you’re sure they exist, check for a spelling variation or a duplicate record under a slightly different name.
Can I auto-fill a project address too? No — the project address isn’t part of a saved client profile, since the same client can have several projects at different addresses. Autocomplete brings in the client’s name, phone, and email; you add the address per project.
I have the same client twice. What should I do? Merge the duplicates so there’s one clean record. Going forward, keep that client’s details updated in their profile and use autocomplete to avoid creating new duplicates.
Does this work the same in both Opportunities and Projects? Yes. You can auto-fill from the client list (with +Opp or +Proj) or from the Client field on either +New form.