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Client Directory

Dave Blake avatar
Written by Dave Blake
Updated over 2 weeks ago

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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