Creating a New Client
Clients are the foundation of this system. You will need to add clients to the application before you can do things such as creating projects, tasks, invoices, etc.
To watch the video tutorial, click here.
In the main navigation bar click on Clients New Client.
(https://storage.crisp.chat/useFew readersImporting and Exporting Clients
Clients are the foundation of this system. You will need to add clients to the application before you can do things such as creating projects, tasks, invoices, etc.
To prepare your .CSV or .XLSX for importing download this template.
To watch the video tutorial on importing and exporting. Click here.
To import your existing client list:
On the main navigation bar click on Clients ViFew readersEditing a Client
You can update, remove or add information to any client listed. To add a new client, click here.
In the main navigation bar, click on Clients View Clients.
Under the Actions column, click the edit icon. The client info will then be displayed.
(https://storage.crisp.chat/users/helpdeFew readersDeleting a Client
On the main navigation bar click on Clients View Client.
Under the Actions column, click on the Delete button.
A pop up window will ask if you are sure you want to delete the contact. Click yes. The contact will then be removed froFew readers
