Clients are used in the system to indicate the ultimate beneficiary of a project. Depending on your business, “clients” can be internal or external stakeholders.
You can create a new client from the Admin Panel or when you create/edit a project.
To create a new client from the Admin Panel:
Go to Admin Panel > General > Clients> +New client.
You’ll notice that when the Create new client form opens, it’s divided into two sections: Client Info and Related Contacts.
3. Under Client Info, fill in all necessary information for your client.
4. Under Related Contacts, fill in all necessary information for all contacts related to your client.
Note: You can add related contacts after you’ve created a client.
You can also create a client after you create a project.
To create a new client from а project:
Go to Projects > +New project button > Clients dropdown list.
Or
1. Select Projects tab > Clients column.
Note: All clients and their related contacts would be accessible from the Admin Panel.
Next: Working with Providers.