Add a client
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A client is whoever you’re doing the work for. Add them once, then every project for them hangs off the same record.
Add one
Section titled “Add one”Draft: Steps still to be written against the app. The screen is Clients.
What to fill in
Section titled “What to fill in”Only a name is essential. Everything else you can add later, so don’t hold up a job hunting for a postcode.
Where it lives
Section titled “Where it lives”The client is created in whichever space you’re currently in — personal or company. See Personal vs company if you’re not sure which you’re in.
- Contacts — add the individual people at a client
- Create a project — start work for this client