Overview and set-up
These articles explain how to set-up the clients app. They also provide an overview of how the app works.
The clients app is designed to manage a unique list of clients. Clients may then be linked to other apps (such as projects) to track their engagement acros...
Sun, 15 Apr, 2018 at 8:51 PM
The client app has the following user roles. These roles operate at the app level (ie once assigned they work across the entire app) or the profile level (...
Sun, 15 Apr, 2018 at 8:58 PM