2.5.1 Clients in UNItekTIME

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2.5.1 Clients in UNItekTIME

Clients are customers of your organization to whom you bill time or costs for projects. Clients can be external customers or departments within your organization. You should define your clients before setting up projects to eliminate the need to go back and assign the projects to the appropriate client.
A System Administrator can set up Clients using Clients Link at the top-left of the application.

Add a new Client:

  1. Login UNItekTIME with Admin Credentials.
  2. Click on the Clients link at the top-left of the application.
  1. Click + Add Client green button on top-right of the application.
  1. In the Add Client screen that appears, enter:
  • Fill the Client Name (which is mandatory) along with other relevant data if you require.
  • Click Add Client button to add this client to the application.

Edit an existing Client:

  1. Login UNItekTIME with Admin Credentials.
  2. Click on the Clients link at the top-left of the application.
  3. In Client List, click on Options gear icon to the which you want to modify.
  4. Select Edit Client.
  5. In the Edit Client screen that appears, where you can:
  • Make the changes as per your requirement and click Update Client.

Delete an existing Client:

  1. Login UNItekTIME with Admin Credentials.
  2. Click on the Clients link at the top-left of the application.
  3. In Client List, click on Options gear icon to the which you want to delete.
  4. Select Delete.
Article ID: 7, , Modified: 3/24/2021 at 3:33 AM

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