Documentation / Clients
Clients
What this screenshot shows
Use this form to create or update a client record. Enter the client information shown in the form, choose the appropriate status, and save the record. Client records can then be associated with project/work-management workflows where supported.
- The form is divided into client and login/detail sections.
- The visible fields let you enter the client's identifying and contact information.
- Use the save action at the bottom after completing the required information.
- Customer tip: Use the screenshot as a visual guide, but follow the field-by-field instructions on this page for the exact configuration.
The plugin includes a Clients admin panel and client actions. Use it when your projects/time tracking workflow needs customer/client records.
Typical workflow
- Open Clockinator Pro → Clients.
- Create the client record using the fields displayed by the installed version.
- Save the record.
- Use the client relationship available in Projects/related views.
Tip: Create client records before building a large project list if your project workflow requires client assignment.