It is a good practice to record the client company’s information whenever a new project is created. This will help you and the other PM’s keep track of your past and present clients. As you continue to develop new projects with the same Client, this information will be valuable.
To record the client company’s information, do the following:
- Go to Settings > Accounts, Projects and Permissions > Companies. After doing this, a page will appear like the one shown here.
Note: The Companies sub-tab includes a list of clients that you currently have in the system. Clicking on the Edit link will enable you to edit the information of an existing record. - Click on the Add New Company button.
- In the Name box, type the name of the company that you are adding.
- For the rest of the boxes, provide the information being asked.
- Click on the Save Company button
