Client Manager

Use the client manager to record names of your clients. You can then later on associate projects with clients. This makes finding projects easier.

Adding a Client to Client Manager

1. Click the Add new Client button.



2. Enter the Client Name in the field provided.

3. Click the Add client button.

   

   The client will now display in the Client list.

Note: If you would like to edit the names or delete a client, they are located to the left of the Name column under Actions column.

Associating Projects With a Client

1. Navigate to project settings.

2. Click the Other settings tab.

3. Select from a list of dropdown next to “Client”.

If you don’t see your desired client listed in the dropdown, you can click on (+) next to the dropdown and add the new client to the Client list.

Finding Projects Associated with Clind ID

1. Under the Project selection page, click Find.

2. Select “Client” from the dropdown menu.

3. Enter desired client name.

4. Click “Find” next to “Close”.

   A list of projects associated with the client will be displayed.