7- Adding Clients

Quick Summary of Step-by-Step Guide:;

1. Access Clients
2. Add New Client
3. Fill in the required information
4. View new client details

In-Depth Step-by-Step Guide:

1. Access Clients
   
   Begin adding a client by clicking on the 'Mega Menu' tab and then click the 'Clients' sub-tab. 
   
   
   
   
2. Add New Client 
   
   Click the 'New Client' button.  Once you've clicked 'New Client', a new screen will appear for you to enter the client's information. Once you've entered the required information, click 'Save'.
   
   
   
   
3. Enter Required Information
   
   Fill in the required information, and remember to click Save when you are done. If you have specific contacts for your client that you would like to have associated with your client's profile, check out our Help Article: Manage Client Contacts.  
   
   
   NOTE:  You may wonder why there is a 'Client Name' and a 'Company Name', This is to benefit you.  The 'Client Name' is for internal use and is used to identify the client, like a nickname.  While the 'Company Name' is the official name that will be displayed on their invoices. 
   
   
4. View New Client Details
   
   Once you've added your clients, if you need to see the details, projects, or invoices related to a specific client, simply click on the applicable 'Client Name' in your list of clients and click the desired link.
   
   

SUCCESS!!!

• Now that you've added your clients, you will need to know how to add Subconsultants. 
• Check out the Help Article: Adding Subconsultants.