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Client

Clients represent the organizations or individuals your company works for.
They are a core data object used across projects, proposals, billing, and reporting.

Clients can be created, selected, and reused throughout the system.

Where Clients Are Used​

Client records are referenced in:

  • Projects
  • Proposals
  • Billing and invoicing
  • Reporting and dashboards

Because of this, clients are created once and reused rather than duplicated.

Creating a Client​

Clients can be created from multiple workflows, including:

  • Creating a proposal
  • Creating a project
  • Managing clients directly (where available)

In some workflows, the client form appears inline or in a popup.
Regardless of where it appears, the fields and behavior are the same.

Client Fields​

Client Name (required)​

The primary name of the client.

  • Must be unique
  • Used throughout the system as the main identifier
  • Required to create a client

When typing a name, the system may suggest existing clients to help prevent duplicates.

Email​

Optional contact email for the client.

  • Often used for billing or communication
  • Stored as plain text
  • Can be updated later

Phone Number​

Optional contact phone number.

  • Stored in a standardized format
  • Used for reference and communication
  • Extensions are not supported

Point of Contact​

Links the client to an internal employee.

  • Selected from active employees
  • Helps identify who manages or communicates with the client
  • Optional, but recommended for larger teams

Billing Address​

The client’s billing address.

  • Can be entered manually or selected via address autocomplete
  • Stored as a single billing address
  • Used for invoices and records

If an address is selected from autocomplete, individual components (city, state, postal code, etc.) are captured automatically.

Duplicate Prevention​

When creating a client:

  • The system checks existing clients as you type
  • Selecting an existing client will use that record instead of creating a new one

This helps keep your client list clean and avoids duplicates.

Status​

New clients are created with a default active status.

Status controls:

  • Whether the client appears in selection lists
  • Whether new work can be associated with the client

(Exact status options may vary by configuration.)

Editing Clients​

Client details can be edited after creation.

Changes take effect immediately and will apply anywhere the client is referenced.

Permissions & Visibility​

Access to client data is controlled by your company’s permission model.

Only authorized users can:

  • Create new clients
  • Edit existing client records

Summary​

Clients are a foundational part of the system.

Create them carefully, reuse them consistently, and keep details up to date to ensure smooth workflows across projects, proposals, and billing.