A client is a company
Add a client
Import clients and client contacts
Import clients and client contacts from a spreadsheet using your favorite editor Excel, OpenOffice, Google Spreadsheet, Numbers, ...
Edit a client
To change the data of a client go to the screen of that company.
Archive a client
You can prevent a client to be used in a timesheet by setting it as inactive.
Delete a client
In general inactivate a client is enough to prevent anyone to use it in their timesheet.
Here is how to delete permanently the client:
- set it as inactive
- delete all projects of that client(you need to delete all time entries before)
- delete all the contact people linked to the client
- delete the company