Note: only Planners and Administrators can create and edit Clients.
To create, ie add, or edit a Client:
- Go to the Projects section
- Click on Manage Client
On the new pop-up screen, you may now
- Enter a New Client or simply Edit an existing client
- For each client, you may enter a Name and, optionally a Mail and/or Phone Number
- Click on Save
While the newly created client will be available in the drop-down menu for all newly created projects, you may edit existing projects to add the corresponding client.