To create a new client, go to the Clients page in the left sidebar and click Add new client.
Fields in the creation form
The new client form opens as a slide-out drawer. Fill in the following fields.
Field | Required | Description |
Client company name | Yes | The name of the company you are doing work for. |
Client ID | No | System-generated by default. Can be left blank or set manually. |
Client owner | No | The person in your team responsible for this client. |
Address name | No | Select from existing addresses or create a new one inline. Only visible if the Addresses feature is enabled for your workspace. |
Click Save to create the client, or Save and add another to create it and immediately open a new form.
After creating the client
Once saved, the client opens in the drawer. From here, you can add contacts, link assets, start projects, and attach documents.
FAQ
Can I change the client name after creating it?
Can I change the client name after creating it?
Yes. The client name is editable inline from the client detail drawer at any time.
Can I change the client ID after creating it?
Can I change the client ID after creating it?
Yes. The client ID is editable after creation. Click the ID field on the client drawer to change it.