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Client Directory

Learn how to manage the Baton Client Directory in Workspace Management, create client companies with logos, and merge duplicate client records.

Written by ClientSuccess

First, you can always create a new client when creating a new project. If you enter the name of a new client, a new one will be created.

Further, users can manage their client companies in their Workspace Management settings.

Client Directory:

The client name is required with their website and address as optional fields when creating a new client company. Users can upload the client's logo once created.

Selecting the User, Live projects, or All projects number will bring you to a filtered project team page, or Board view for that client.

Merge Client Companies

Did you create a duplicate client company? No need to worry. Users have an option to merge client companies. All users and projects will merge into one.

Note: Invites will not be sent when merging clients. Client project team members will be able to access their assigned projects after merging.

Warning: This action cannot be reversed

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