CASSA

CASSA

Projects

Add Client

This article walks you through adding a new client.

Updated 2 weeks ago

When you add a new project, you will need to add assign a client to that project. Here's how to add a client:

  1. In the navbar, click on Administration and then on Clients:

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  1. In the client's dashboard, click on the Add New Client button and you'll see a blank version of:

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  1. Fill in your client and contact person's details and then click on either the Save & Close button if you don't wish to add more clients, or Save & Add More if you do.

The screen will refresh, you'll see the success notification, and the client will be added to your register:

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From here, via the main function buttons, you can:

  • Add New Client

  • Remove Selected client

These are self-explanatory.

With the individual client records, you can also click on the following Action buttons:

  • Edit client - takes you into edit mode where you can modify the client's details.

  • Delete client - clicking here will display a confirmation dialog box. Click on Yes to delete the client's record.

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