Clients and contacts

A client record is the anchor for everything else: projects, proposals, contracts, invoices and files all hang off it.

Clients hold company details, address, billing information and a primary contact, and can be marked active or inactive so old relationships stay searchable without cluttering current work.

Adding a client

1. Go to Clients → New client.
2. Fill in company, contact and address details.
3. Click Create client.

Contacts

Each client can have multiple contacts. Contacts are who proposals and invoices are addressed to, and one can be set as the billing contact for a project.

1. Open the client and, on its Overview tab, click Add contact.
2. Enter a name and any of title, phone, email or notes.
3. Click Add contact to save it.

Updating several clients at once

Select more than one row on the Clients list to reveal Deactivate, Reactivate and Bulk update (status, free-text tags, and customer-since date, applied to every selected client).

Importing clients from a spreadsheet

Bring in existing clients from a CSV instead of adding them one by one. Only managers and admins can import.

1. On the Clients list, click Import, then Download CSV template.
2. Fill in the template (Client Name is the only required column) and save it as CSV.
3. Upload it, and choose what to do with a row that matches an existing client by name: Skip it, Update it, or Stop the import.
4. Click Validate and preview, check the row counts and any warnings or errors, then click Import.