Projects and workflow
Clients
Keep a list of the builders and developers you drill for, and pick one when you make a project.
On this page
Open Clients in the side menu.
Add a client
Press the add button. The form is called New client.
- Client name is required.
- Type is Organisation or Individual.
Press Add client.
Edit or delete a client
Open a client to change its name or type. The form is called Edit client. When you delete a client the app shows "Client deleted".
Use a client
When you make or edit a project, choose the client in the Client field. The empty screen says it plainly: "Add the builders and developers you drill for. You pick one when you create a project."
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