Add
1. Hover on Clients > click Add Client:
2. Fill out the Add Client page with the relevant information, then click Add
Only the Client Code and Client Name fields are mandatory
Edit
1. Click Clients:
2. Click the edit icon:
3. Make the changes in the Edit Client page, then click Save
Deactivate
1. Click Clients:
2. Click the green icon:
Reactivate
1. Click Clients:
2. Update the Client Status to Inactive, then click GO:
3. Click the red icon:
Delete
1. Click Clients:
2. Click the cross icon:
3. Click OK
Only clients that don’t have timesheets can be deleted