Add, remove and edit clients
Clients are used in connection with reports, rate cards, and budgets to give you the best possible means of managing your projects. Additionally, creating and assigning clients to projects is a way to structure and extract client related information and insights. Adding a client to your client list does not invite a client into Forecast. At the end of this section we show you how to invite a client as a guest.
There are two ways of creating clients, the first is through the Admin Settings (requires Admin permissions), while the second one is from within projects and is available only to Managers and Controllers.
If your Permission Level is Admin
Step 1: Access the Admin panel and select Clients.
Step 2: Click Add Client
Step 3: Establish the clients name, and click Add Client.
Once you have established the clients name, this new client will be added to the client list. From here you can edit the client profile further.
Editing Client Profiles
Step 1: Hover your cursor over the created client to either edit or delete.
Step 2: Click Edit
Step 3: Add details, contacts and notes
1. Add/edit client name
2. Add/edit client address
3. Add/edit client zip code
4. Add/edit client city
5. Add/edit client country
6. Add/edit client VAT number
7. Add/edit client notes
Repeat for all of your clients
Establish Client Guest
When editing a clients profile, below their detail information section, you have the option of inviting a client as a guest user into Forecast.
Step 1: Click Add Client User
A pop up modal will be prompted.
Step 2: Fill out the necessary information
1. Establish the name of the contact person (client)
2. Establish the email of the contact person (client)
3. Establish the phone number of the contact person (client) & then click Add Person.
Adding Clients as a Controller or Manager
Step 1: Select a project from the project page, one where you wish to add a client to and then click on the three dot icon from the sub-navigation menu and select client.
Step 2: Repeat the steps illustrated above.
Once you've completed this process, this client will be created and added to a project.