Add custom fields with relevant data about your clients such as contact information, billing details, fiscal data, and more, and keep your database always handy.

Create your client database

Roles: admins | Free feature

How to add clients to your account:

Go to Manage>Clients.
Click on + add client at the top right corner of the screen.
Name your client.
Click on Create.

💡 Optional: further customize your clients using Custom Fields! Add extra fields of information such as country, client ID, employee responsable or type of client.

If custom fields on a client level have been created previously, they will be shown in the screen after clicking on Create. You also have the option to add custom fields, from this last screen.

Assign clients to projects

Roles: all roles | Free feature

How to assign a client to a project:

Go to the Work section.
Select a project from the sidebar on the left.
Click on a project title to open the settings section.
Under the "Properties" tab, you'll see the clients field.
Use the search bar to find the client you'd like to assign.

💡 Click on Manage to go to the Client Database settings page.