How do I add, edit, or delete client info?

1) To add or edit new client info, from the Projects screen, click on system in the top navigation as shown below.

2) Then click on the Clients heading in the left hand navigation bar, as highlighted below.

3) To Edit your clients click their name or the edit button to the right of the client you want to edit as highlighted below.

4) This will take you to the client's page where you can edit information for the client. The client page contains for screens (details, contacts, department, and manage) you can access using the tabs located below the client name. The first screen that shows when editing a client is the details screen, which allows you edit the clients name as highlighted below. Simply type the clients name and then click the green save client button once finished.

5) To add or edit the clients contact information, click the Contacts tab as highlighted below. This allows you to add contacts by clicking the blue add contact button. You can also edit or delete client contacts using the Edit or Delete buttons to the right of the contact info as highlighted below.

6) Adding a contact or editing a contact within the contacts tab allows you to add or edit contact name, email, phone number, or physical address. Once you have completed your edit or add, simply click the green save button (or cancel if you don't need to update the details).

6) The Departments tab allows you to add or edit departments for your clients. This is useful if you work for multiple different department for a single client and help you identify which projects are for which departments. You can add a department for a client by clicking the blue Add Department button just below the departments list. You can also edit or delete a department using the edit and delete buttons to the right of the department name in case of a department change or update.

7) If you clicked the Add department button, you will see the screen below where you can type in the name of the department to add for a client in the empty field for Department name. Then be sure to hit the green save button below the field to add it to your department list.

8) Lastly in the manage tab you can delete a client if they are no longer needed. Simply click the red delete client button, and you will be asked to confirm if you want to delete a client. Note this is not reversible so be sure you have all the client information you may need in the future stored appropriately.