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create and manage clients that you do business with |
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Clients are organizations you do business with. Use the Client Editor to (Clients > Setup) to:
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This section is reached by navigating to https://app.projectorpsa.com/x/clientsearch or navigating to Projects & Planning | Clients.
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Click Create a New Client on the landing page.
Click Create Client after running a search
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Use our Flex Search and Smart Grid to quickly find the clients you are interested in. Customize the view to show the fields that interest you most.
