Client setup & contacts

Applies to version 26.99.5

Create a client, add their contacts, and optionally give them a login to the portal.

Client profile

  • Name and an active/inactive status.
  • Contacts — as many people as you like, each with role, phone and email.
  • Internal notes visible only to your staff.

Linking projects

Attach projects to a client to bill them and show progress. A project belongs to one client; a client can have many projects.

Giving portal access

1
Add an account email
Set the client's login email and a password.
2
Enable the portal
With the client-portal module on, they can now sign in to their cabinet.
3
Block or reset anytime
You can suspend access or reset the password without losing their data.
On this page
Docs

Frequently asked questions

Yes. Add as many contacts as you need, each with their own role, phone and email.

Block their account from the client detail screen. Their data is kept and you can unblock them later.