This screen allows the management of project clients. From this screen you can add, edit or delete a Client.
Creating Clients
To create a Client, navigate to Time > Project Info > Clients. Click on “Add” and fill in the necessary fields using the information below
- Client Name: This is the unique client name
- Description: This is a brief description of the client
- Save Button: Click this button to save changes.
- Cancel Button: Click this button to cancel changes.
Editing Clients
To edit a Client, navigate to Time > Project Info > Clients, locate the relevant Client and then click its name. Click on a Client and change the information as required (See Creating Clients). When done, click the “Save” button to save changes or the “Cancel” button to discard changes.
Deleting Clients
To delete a Client, navigate to Time > Project Info > Clients. Select the checkbox beside the Client(s) you want to delete and the click the “Delete” button.