Client

When you define an activity or project you can assign it to a client and include contact names, addresses and contact phone numbers. Client assignments are for reporting only. They do not affect any other Activities-related data.

Create clientsto associate with activities, projects, or grants

To create a client:

  1. Navigate to Application Setup > Activities Setup > Client .
  2. To create a new client client, click Create .

    To edit a client client, click the client profile row and click Edit .

    To delete a client client, select the client profile row and click Delete . At the prompt, click Yes.
  3. On the Create Clientpage, enter or edit information in the client fields.
  4. Click Save .