THE GUIDES

The Manuals

Clients

In Settings page click the tab Clients List to view all the clients in the organization. Projects will have clients, Projects without client is Internal project of the organization. Here we can create and edit clients.

Creating a new client

Click the button New Client, to go to the client creation form.

In the client form page, enter the name, email, address, mobile and practice of the client. Now click the Create button to create a client.

Editing a client

To edit a client in the client lists, click the client’s name to go to the client’s page.

Make the changes required and press Update to save your changes.