Relating a Project to Client Address

In some instances, as a designer, you might find yourself building out 2 projects for the same client.

Now you can create these as 2 separate Client Addresses, 2 separate project addresses, or a client address with a related project address. 

To relate a project to a client address follow the steps below.


Step 1. Create the Client Address first to establish the Address ID that the project will relate to.

Ensure that the "Type" is set to "Client" and all other required information is entered and then click Save.

Step 2. Click the + New Client button and then set the "Type" to "Project".

Step 3. Click the Codes tab and set the "Related Client" drop-down field to the Client Address you created initially. Save when you have this set.