You can add clients into the system beforehand or at the time you create a new pr…

1.) Go to the Clients page from the top menu. 2.) Search for the client by name, …

Client information can be edited in the clients profile. You can get to a clients…

1.) Select Clients from the top menu. 2.) Search for the client and open their pr…

You can view a complete history of past and present projects in their profile. 1.…

1.) Select Clients from the top menu. 2.) Select the Download (.CSV) button on th…

Client contact information from other systems can be imported for use inside your…

…