Add, Edit, Delete Clients in Smiels
Client Management
Atif Iqbal
Last Update 3 years ago
Add New Client
Company’s Admin or any member having permission can add/create a new client.
- Select Clients from left sidebar
- Select New Client
- Enter Required details and press Save
Inactive clients cannot be added to invoices and estimates.
Edit Client
- Select Clients from left sidebar
- Select All Clients option
- Select required client
- Edit details and press Update button