Released
HelenB
last year
If you open up Chalkstring in a new browser to add new client into the directory. If you then refresh the list of clients to show it's there, I do this with suppliers.
Stuart Friend changed the status to In Progress
last year
Stuart Friend changed the status to Completed Development
last year
Ed Swift changed the status to Released
last year
Anonymous #14422
2 years ago
There is currently no way to add a new client from ‘projects’ page at the point of realising that the client doesn’t already exist. One needs to go to clients, then add new, then back to projects, select project, edit project, select the client. Alternatively the process starts off in ‘clients’ just to see if the client making the enquiry already exists.
It would be great to have the option to ‘Add New Client’ from the client drop down list on 'projects' page.