Manage Clients

Listing Clients

Administrator and Project Managers can manage clients. To manage clients, go to Manage > Clients. From here, you can add, edit, delete, archive clients. Clients will be listed with their active projects associated with them.
Output Time Client List

Creating Client

Administrator and Project Managers can create clients.

  1. Go to  Manage >  Clients. 
  2. Click on ” + ” icon on the top-right corner.
  3. Fill up the required fields in the form and Save.
Field Description

Fields Descriptions
Client Name

Provide a unique client name which is required.

Client code

Code will be displayed in prefix to the client name which is optional.

Address Provide the contact address.
Contact Name

Provide the name of the contact person which is required.

Role Specify the role which is optional.
Email

Email address of the client which  is required for sending invoice.

Telephone Number Telephone Number which is optional.
Mobile number Mobile number which is optional.

Editing / Deleting Client

Administrator and Project Managers can edit or delete clients. You are not allowed to delete a clients with projects ( either active or archive ). You can delete, only after deleting thier associated projects.

  • Go to Manage > Clients.
  • Hover your mouse over the  Client’s panel, on the top right corner of their panel, click Edit option.
  • Make changes and Save.
  • To delete a client, hover your mouse over the  Client’s panel, on the top right corner of their panel, click Actions (cogwheel) icon.
  • Click Delete.

client Archive Delete

Archiving Client

Administrator and Project Managers can archive clients. You can archive the client, only after archiving the projects and invoices associated with them.

  • To archive a client, Go to Manage > Clients.
  • Hover your mouse over the  Client’s panel, on the top right corner of their panel, click Actions (cogwheel) icon.
  • Click Archive.

You cannot create invoices for archived clients. But their information will remain safe and can be analyzed in reports.

Unarchiving Client

  • On the bottom right corner of client page, Click Archived Clients.

ar1

  • Hover your mouse over the  Client’s panel, on the top right corner of their panel, click Actions (cogwheel) icon.
  • Click Unarchive.