Clients
Clients is your directory of client companies. Every project is linked to a client, so keeping this directory up to date is the foundation of your project tracking.
Client information
Section titled “Client information”Each client record includes the company name and related details you enter when creating or editing the record.
Filtering the list by status
Section titled “Filtering the list by status”The Clients list has three buttons across the top: All, Active and Prospective. All is what you see when you open the page, so every client is there — including any marked Inactive, Lost, Deceased or Archived, which you can tell apart by the Status column. Use Active or Prospective to narrow it down. Your choice stays put as you page through and sort, and it’s part of the web address, so a link you bookmark or send to someone opens on the same view.
Beside the buttons, the search box finds a client by name, email, phone number, or city as you type, once you’ve entered at least two letters; click the × to clear it. Search works together with the status buttons, so a client has to match both to show up.
The client detail tabs
Section titled “The client detail tabs”Open any client to see:
| Tab | What’s here |
|---|---|
| Contacts | Individual people at this client company |
| Projects | Projects your firm has done for this client |
| Proposals | Proposals submitted to this client |
| Invoices | Everything billed to this client, with the outstanding balance at a glance — see Invoices (requires financial access) |
| Credits | The client’s credit memos and their Available Credit — see Credit Memos (requires financial access) |
| Notes | Free-text notes about this client — read-only unless you can edit clients |
Contacts
Section titled “Contacts”The Contacts tab lets you store multiple contacts at a single client company — useful when you work with different people for different projects.
Adding clients
Section titled “Adding clients”You can add clients one at a time or several at once. See: