How do I add a new client?
To add clients, you need to go to the Clients tab and click the "Add Client" button: The first screen asks you to provide basic information about the client. All information, but "About the company," is required. Then, click “Continue: You need to ...
How do I delete a client?
If you want to delete a client, you need to click on the bin icon on the right side of the screen: A pop up will appear asking to confirm: Once you click "Delete," the client will be removed from the app. If you try to exclude a client that is ...
How do I change a client's information?
You can edit the information about your clients by clicking on the icon on the right side of the client’s name: You can edit all the information in the two tabs available - Client Details and Demographic. Remember, the same information required to ...
How do I view the projects for a specific client?
To view all projects associated with a client, you have two options: 1) Go to the Client's tab and click the name of the desired Client: 2) Click on the "View Projects button on the right side of the client: Either option will redirect ...
How to manage the contacts for a client?
To manage the contacts click on the "View Contacts" button: The contacts screen will appear, and you need to click on the "Add Contact" button to add a new contact: Provide the information about the contact as you can see below: Click "Add" to add ...