You can add a new client directly in the database or inside the project by clicking "+" near the "Client" selector on the Information tab.
1. In order to add clients, click the "Add” button in the corresponding section.
2. On the first page that opens, enter the company name/ the name of the client, and also indicate whether this client is in the black list. If, when creating a project on the Information tab, you specify a client who is in the black list, the system will show a warning about this.
3. When you click the “Add” button, more detailed settings will appear: a personal discount on goods and services, as well as a line for entering a contact person and his contact information. The discount on goods and services assigned to the client will be automatically applied in projects associated with this client.
4. After you finish entering the information, click “Save". The new client will be displayed in the database.
To edit a client, just click on its name on the main page of the database.