How to create, edit and deactivate Clients New

The system is configured in the following hierarchy: Client>Product>Project>Job.

The jobs created in the system will always relate to a specific client. The following steps will guide you on how to create, edit and deactivate clients:

1. Go to the "System" tab and select a Company.
2. On the Company page scroll down until you find the "Clients" tab.

1. You will find a list of all the clients that were created for that company.

• To add a client click on the button and fill in all the relevant fields.
• To edit a client you should click on the  and edit the information as necessary. 
• To deactivate a client simply select the client you want to deactivate, click on the  and untick the "Active" checkbox.

• Don't forget to click on the disk symbol to save all your changes.