Add the Client
(You can't setup a project if the client does not exist. If it already exists, you can skip this step.)
To expand the left navigation panel click on this icon in the upper left:
Go to "Admin->Client"
Click on "Add New" this is the blue "+" sign in the upper right corner.
It will ask for a client number and name to start.
To keep your naming convention intact we recommend giving your client a number that is unique and sequential from your last client number.
For example, if your last client was 0002 we recommend naming the new client 0003.
Click the save button in the upper right-hand corner to commit the changes.
Once you do that the new client is created but doesn't yet have information in it.
To add information, go to the right-hand side of the client's name and click on the edit client button that looks like a pen.
Then it will ask you to create a new contact for the company. Do this by clicking on the "+" that is blue in the upper right hand corner.
It will ask for name, company, department, profession, website, contact email, contact address, notes, but only name, email, and contact number are required.
Now click save in the upper right-hand corner to save the contact and finish setting up the customer.
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