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Knowledge Based Article

Add Client

In this section, clients are added. This helps to maintain a proper record of the clients. To add a new client, follow the below given steps.

For an instructional demonstration video click here.

1. Go to Full Menu > Project > Client.
2. Click the 'Add' icon.
3. Enter the email ID and click on 'Next'. Then enter the required information in General and Advanced Settings.

4. Click 'Save' to create a new client.

To edit: Click on the Client in listing and make the required changes.
To delete: 'Tick' mark the Client in listing and remove it by clicking on 'Delete' icon.
To enable and disable Client: Click on the 'Cross' icon to enable or 'Check' icon to disable the Client.
To search the Client: Type the name of the Client in the search bar and click on 'Search' icon.