Enter Client Information

You can add client information for the proposal, while creating the project itself. This can be done from the App or from the User Site.

 

Adding Client Information from the App

Create a new project. On the Create Project dialog, tap Edit button to enter in client information

 

Adding Client Information from the User Site

  1. Go to the home page
  2. Click on Create a new project

 

 

Editing Client Information from the App

To change existing client information, tap on the I icon at the right side of any project on the Project Screen

 

3. Tap on the Edit button located in the Client Information section