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Group: Editing or Removing Clients and Projects:

Can I add a Project without adding a Client?

No, projects must be added under a Client. If you wish to add Projects without assigning them to different Clients, we would suggest creating one umbrella Client that all of your projects can be added under.

How do I add a new Project?

New projects are added under Clients. Once you have added a client, you will be able to open a project by selecting the relevant client from your Client List, and then clicking “Add Project” at the top of the screen.

What information is required when adding a Client?

Required fields a marked with an asterisk *. The only required information is a Client Name and a Client Contact Name. You can optionally add contact information for the Client and the Client Contact.