Clients

A client is a company or person you work for -- with contact info, an address, and notes -- that you can attach to your projects.

Accessing Clients

Click Clients in the left toolbar.

Managing clients

The page lists your clients -- logo, Name, Email, Phone Number, and Contact Person. Click a row to open and edit it, or click Add Client to create one.

The client form has four sections:

• Client Information -- logo, name (required), email, phone number, website.
• Contact Person -- a specific person's name, email, and phone number.
• Address -- address lines, city, state, postal code, country.
• Notes -- a rich-text field for anything else worth recording.

Deleting a client

Click the trash icon on a client's row and confirm.

Warning

Deleting a client deletes every project attached to it, and everything in those projects -- items, notes, milestones, all of it. If a client has projects attached, make sure that's really what you want before confirming the delete.

Attaching a client to a project

Pick the client from the Client field when creating or editing a project.