Clients: list, view, create, edit

Outcome

You can use the Clients hub, open …, create and edit clients, and know how locations, projects, contracts, rates, and qualifications hang off this section.

Who it's for

Planner / company admin

Prerequisites

• Permission to view Clients (and create/edit if you will change records)
• At least one company industry when creating a client (client type and industry are required)

Steps

1. Open Business → Clients. This is the commercial hub for organizations you deliver for and invoice under.
2. On the list: search by name, email, contact, city, or country; filter by industry or active/inactive; switch card vs table. Management cards open Locations, Projects, Contracts, Rates, and Qualifications for the section.
3. View: open View (or …). Review organization, contact, address, business info, and validity. From here jump into that client’s projects and contracts, or Edit / Reactivate.
4. New: Add Client. Fill organization name, required contact email and address fields, client type and industry, and validity (valid-from; leave valid-to open for ongoing). Create lands on the client detail page.
5. Edit: pencil from the list or Edit Client from detail. Inactive clients must be reactivated before edit. Update only what changed, then return to detail.
6. Row shortcuts deep-link Locations, Projects, Contracts, Rates, and Qualifications. Deleting a client with linked work may deactivate instead of hard-delete. Next in this cluster: Client locations.