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When creating a project, a client must be selected.
To add a client:
- Enter the client name.
- Click the Add button. The Client Administration page will refresh with that client added. There is no limit to the number of clients that can be added to the system.
To edit a client:
- Click on the client name to edit.
- Make changes to the name.
- Click the Update button. The Client Administration page will refresh with that client edited.
To delete a client:
- Click Delete on the line next to the client name. Clients may only be deleted if nothing in the system (i.e. projects, timesheets, etc.) references the client. If the client is currently in use and cannot be deleted, the button will say In Use.
- When a client is deleted, the Client Administration page will refresh with that client deleted.
To disable a client:
- Click the Disable button in the Status column to keep the client name in the system, but disable its use. A disabled client name will no longer be available for use when creating new projects or reports. If a disabled client is needed for a specific report or other use, click the Enable button in the Status column to re-enable it.
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