Manage Clients

This document offers step-by-step guidance on managing clients and contacts, highlighting the essential aspects of the process.

Add a Project

1. Open the application
2. Go to Clients
3. Click on Add Client
4. Fill in the mandatory information
5. Click Save to save the information
6. or click Cancel to close the modal without saving your changes

Edit a Client

1. Open the application
2. Go to Clients
3. Click on Edit Client
4. Edit the information
5. Click Save to save the information
6. or click Cancel to close the modal without saving your changes

Delete a Project

1. Open the application
2. Go to Clients
3. Click on Delete Client
4. Confirm deletion