Manage Job Project Clients

The Clients functionality in SapphireOne allows you to manage client information related to your Job Projects. This guide will teach you how to add and manage clients within your projects. The steps are as follows:

1. Navigate to Job Projects > Job Projects > Clients.
2. Click on the New item icon on the main toolbar.
3. Select Client from the drop-down menu.
4. Fill Out Necessary Form Elements:
   • ID – Automatically generated by SapphireOne.
   • Prefix – Optional, can be entered or revised at any time.
   • Project – Enter the Job Project ID (wild card searchable).
   • Type Drop Down Menu – Select Client.
5. Save the form immediately after completion.
6. Reopen the form to ensure all compulsory fields are filled.

For more detailed instructions, please refer to the Job Projects > Job Projects > Clients article.