Clients - Setup Client

This tab of the client landing page allows users to view and edit basic client information, contract rates, discounts, user defined fields and client levels.

Permissions and Settings

To view clients, users must have the global permission to view clients.

To update clients, users must have the global permission to update clients.

Client Fields

Field	Description
Client Name	The name of this client. Is shown on invoices and in reports.
Client Number	Typically auto-populated by Projector. You can specify the numbering scheme if you wish.
Client Status	Inactive clients cannot have new engagements, contracts, or projects created
Rates for New Projects	Default rates come from a project's cost center. Optionally specify a specific rate card.
Billing Adjusted Discount %	All new projects under this client have this discount applied. This is typically a delivery discount from your sales rates. Most often zero. See Explain the different types of revenue in Projector to learn more.
Contract Discount %	All new projects under this client have this discount applied. This is typically a sales discount from your standard rates. See Explain the different types of revenue in Projector to learn more.
Client Tree	Read-only tree showing parent/child relationships
Parent Client	To make this a child of another client pick from the dropdown list To make this a top-level client click X To change the parent search for and specify a different value