Adding and Managing Client Profiles

⏱️ 3 minute read

Clients are used in connection with reports, rate cards, and budgets to give you the best possible means of managing your projects.

This article includes:

• About Client profiles
• Creating a Client profile (for Admins)
• Creating Client profiles (for non-Admins)
• Importing Client profiles from connected integrations
• Managing client profiles
• Related articles

About Client Profiles

In Forecast, Clients are used in connection with reports, rate cards, and budgets to give you the best possible means of managing your projects. Invite clients into Forecast as guest users providing a limited view of project information and insights. Import clients from integrations like Pipedrive or Hubspot and export invoices to Xero, Quickbooks and e-conomic.

Creating a Client Profile (for Admins)

Using the Admin panel's Client page, Admins can import client profiles from connected integrations, or create individual client profiles manually. Once a profile is created, clients may be assigned to projects. 

To create a Client profile manually

1. Click Admin in the navigation ribbon.
2. Select Clients from the dropdown.
3. Click Add Client. 
4. Add the name of the client and their logo.
5. Click Add Client
   
   

Creating Client Profiles (for non-Admins)

Non-admin user with Manage Projects permission can also create Client profiles from within a project or by using Create. More information on managing user permissions can be found in About Permission Profiles. 

To create a Client profile using Create

1. Click Create at the top right.
2. Select Client from the dropdown. 
   
3. Add the client name and logo if applicable. 
4. Click Add Client.

To create a Client profile from within a project

1. Click Projects in the navigation ribbon. 
2. Select All Projects from the dropdown. 
3. Open a project. 
4. Click Clients in the left side panel. 
5. Click to expand the dropdown Select client for your project. 
6. Scroll to the end of the client list. 
7. Click Add New Client.
   
8. Enter the Client name and logo if applicable. 
9. Click Add Client.

Importing Client Profiles from Connected Integrations

If your Forecast account is connected to integrations such as Salesforce, Pipedrive, HubSpot, e-conomic, Quickbooks or Xero, you may create client profiles by importing them from the integration. How to import client profiles is detailed in each integration's resource materials. Check out the following articles for more information:

• Setting up the Salesforce for Forecast Integration
• Integrating Pipedrive with Forecast
• Setting up the Hubspot for Forecast integration
• Linking/importing e-conomic customers to Forecast
• Integrating Quickbooks Online with Forecast
• Linking Xero and Forecast Clients

Managing Client Profiles

Client profiles contain key information such as client address and notes that may be relevant to the client. Client profiles are also used to manage guest users for the client's organization and to link the client with connected integration clients.

To manage a client profile

1. Click Admin in the navigation ribbon.
2. Select Clients from the dropdown. 
3. Click on the Client name.
4. Update the Client's company details including:
   1. Company name
   2. Street
   3. Zip
   4. City
   5. Country
   6. VAT number
5. Use Notes to include key details or information specific to the client. 
6. All Guest Users shows the client users permitted access to your Forecast account.
   Check out Adding and managing Guest Users for more information on adding guest users to client profiles. 
7. Connected integrations like Hubspot, Pipedrive, Quickbooks or Xero that require client profile linking will appear at the end of the client profile. Check out the Importing client profiles from connected integrations section of this article for more information.

Related Articles

• Adding and managing Guest Users
• Understanding the Forecast Client Experience