Adding a new client
How to add a new client Adding a client is one of the first steps to getting started. You can either import all the information, check here how, or you can follow the next steps: Go to Management section from … Continued
Adding the Project Manager from Client side
How to add the Project Manager from the Client side Whenever you start a new project with one of your clients, you have a counterpart there, a person that is your connection for that project, from the Client`s “yard”. … Continued
Archiving and deleting Clients
Archive a Client Go to “Management” section. Click on “Clients” view. Use the “Search” box from left sidebar to find the Client that you want to archive. Click on the Client, to open the page so you can edit it. … Continued
Create a free Client account
Give access to your elapseit account to your clients and share information directly Giving access to your clients, in elapseit, depends only on you; what information you share with them can vary from one client to another. So, here … Continued