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Projects and workflow

Clients

Keep a list of the builders and developers you drill for, and pick one when you make a project.

1 min read

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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