Clients
The Clients page keeps your clients’ contact details. It is shown for workshop accounts.
New client
Section titled “New client”- Clients → New client.
- Enter the Name, and optionally E-mail, Phone, Address and Notes.
- Save (
Ctrl/⌘+Enter).
Search clients narrows the list. The Projects column shows how many projects a client has.
Client and project
Section titled “Client and project”You link a project to a client in the Client field of the project form: start typing the name and pick the client from the list. If the name isn’t in your list yet, Save as client adds it.
The client’s e-mail is also used when you share the project with them.
Deleting
Section titled “Deleting”A deleted client disappears from the list, but their projects keep the name.