Author Topic: Edits to Client Profile  (Read 4241 times)

Shincke

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Edits to Client Profile
« on: May 12, 2014, 09:47:40 am »
Is there a way to edit the client profile (e.g., the "Code" associated with that client), or should I just create a new client?  Sometimes my projects start without a billing code and I need to go back later and add it.  If I try to create a new client with the same name, I get an error.  As an alternative, I suppose I could set up a project underneath the client? 

Cheers, great app.

Adam

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Re: Edits to Client Profile
« Reply #1 on: May 12, 2014, 10:06:00 am »
Yes, you should edit the client.  Go to Setup -> Database -> Clients.  All files can be modified from the Database section.  And while you are there, make sure to sign in to your Dropbox accounts so that you can do Backups.

If your codes change, then you should use Projects instead and each Project should contain that specific code.