Once you select an existing client or add a new client, an edit screen will open on the right. Expand the view by clicking on the expansion bar shown below. You can collapse the view by clicking on the same bar.
When adding a new client, enter all the relevant details, then click Save&New to add another client or Save&Edit to view tasks for this specific client.
3. Sections & Columns Explained
There are several Sections when adding a client, the sections are clearly labelled and each contains various fields which you can fill in. When hovering over a field, a tooltip will appear, explaining the field.
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