Guide: Clients
Logically you can’t possibly have a project to work on without having a client. So the first step you need to take is to add your first client. Adding a client only requires 3 simple input, your client’s name, the contact person’s name and email. When SUBERNOVA sends emails to your client, it needs an email address to send to and also address your client by his/her name, hence the requirement for the 3 bits of data.
Once a client is added. You can optionally give star rating to your clients depending on how well behaved they are of course. :) The client items will also show you how many projects you have with them and the total revenue you’ve made from them. Clicking on the client will review the projects in details with the ability to edit your client’s details.
You can also schedule an email to your client(s), read more about it here.
At anytime you wish to delete a client, do keep in mind that all related projects, milestones and links will be automatically deleted as well, so proceed with caution.