Client records
Keep business details together for the team working on the relationship.
AMS · Connected business workflows
Clients & brands — One relationship. All the right context.
Organize client and brand records so the team knows who the work belongs to.
Who this helps
Teams managing client relationships and the brands attached to that portfolio.
The situation
The team needs to distinguish the client relationship from the brand identity used in projects, publishing and conversations.
Fictional example: Forma Studio is the client and Forma / Autumn collection is the associated brand context. This website example makes no live changes.
Follow the example, step by step
Identify the relationship
- What you do
- Open the Forma Studio client record.
- What changes
- The client has a named place in the portfolio.
- Why it helps
- The team has a common reference for the relationship.
Separate brand context from client context
- What you do
- Inspect the associated Forma / Autumn collection brand.
- What changes
- A distinct brand workspace sits beside the client record.
- Why it helps
- The team can discuss the identity used for the activity without confusing it with the whole client.
Check the connected channels
- What you do
- Review which social accounts are connected to the intended brand.
- What changes
- The example shows Instagram and WhatsApp under the brand context.
- Why it helps
- Publishing and conversations can be handled against the correct identity.
Keep the work’s context clear
- What you do
- Associate relevant projects with the appropriate client or brand when creating or updating them.
- What changes
- The creative brief appears alongside the relationship and brand context.
- Why it helps
- A teammate can understand who the work serves before acting on it.
What your team gains
People can identify who the work serves and which brand’s accounts and activity belong with it.
Give the business context a home that your projects, publishing and conversations can refer to.
Inside Clients & brands
Brand records
Give each brand its own working context.
Connected accounts
Organize social integrations under the relevant brand.
Custom information
Extend supported records with the fields your team needs.
Project context
Know which client or brand the work serves.
Portfolio access
Use the applicable permissions and data scopes as the portfolio grows.
Questions and requirements
Must all work in AMS belong to a client?
No. Your team can organize internal projects without a client or brand. This particular example demonstrates the optional client context; brand records themselves belong to a client record.
Does creating a brand connect its social accounts?
No. Account connections and the relevant access must be configured separately. Brand and user limits also depend on the workspace plan.
Requirements and limits
Brand and user limits depend on plan. The sample businesses and people shown are fictional.
Understand the next tool here
Read how each connection helps before choosing whether to open another page. Moving between tools does not itself configure an automatic handoff.
Projects & tasks — read how it fits
Add client or brand context to the projects that need it.
Give every task an owner, a deadline and the context to move forward.
Fictional example: Nour moves the Autumn launch creative brief from In progress to Review.
Before you use it
Available views and actions depend on your access. Time tracking and automations require an eligible paid plan.
Optional: explore the full Projects & tasks story ↗Social publishing — read how it fits
Select the appropriate connected brand account when composing a post.
Compose, organize and schedule social content by brand and connected account.
Fictional example: Forma Studio’s Instagram collection post is scheduled for 21 October at 11:00.
Before you use it
Publishing requires a paid plan. Supported media, post types and scheduling behavior vary by provider, account and permissions.
Optional: explore the full Social publishing story ↗Social inbox — read how it fits
Handle supported conversations within the relevant brand identity.
Bring supported brand conversations into a shared place for the people handling them.
Fictional example: Lina asks Forma Studio whether the collection is available in store; Nour reviews a suggested reply.
Before you use it
Inbox requires a paid plan. Supported message types, reply windows and channel capabilities vary by provider.
Optional: explore the full Social inbox story ↗