How do I add a new client?

To add a new client to your SMB instance, select “Administration” from the menu, then click on the “Clients/Projects” link in the “Lookup Lists” panel.

When the Manage Clients page is shown, click on the “Add New Client” link at the top of the page. On the form shown, enter a name for the client and, if required, a client code, which can be used to match the client activity against any other project management tools you may use. Finally, click on the “Add Client” button at the bottom of the page to record the new client record.