When you add a new project, you will need to add assign a client to that project. Here's how to add a client:
- In the navbar, click on Administration and then on Clients:
- In the client's dashboard, click on the Add New Client button and you'll see a blank version of:
- 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:
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.