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Add a client to stay organized and to help you quickly find projects.
To add a client to a new project:
Adding a Client to an Existing Project
To add a client to an existing project, start by creating the client and then adding it to the project.
Create the Client
To create a client:
Add the Client
To add the client to the project:
Editing Client Names
If need to edit a client name, access the Client editing option from the main menu.
To edit a client name,
Once clients are added to a project, you will be able to organize projects by client.
To view all of the projects associated with a single client,
When you add a client,
If you would like to share a Client with others, change the client permissions.
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