Adding and managing Client profiles

Forecast allows for the creation of Client profiles. Client profiles can then be associated with the projects that a team is working on currently for that client. Having a client profile associated with projects allows for better and more accurate reporting and invoicing for those projects. 

This article includes:

• How Clients work in Forecast
• Creating a Client profile
• Updating a Client profile

How Clients work in Forecast

In Forecast, it is possible to create client profiles for your clients. These profiles can be used for a variety of functions: 

• Clients are used in connection with reports, rate cards, and budgets to give you the best possible means of managing your projects. Specifically, having a client assigned to a project means that it will be possible to see to which client the project belongs in all of your reports.
• It is possible to invite client guest users to view a limited amount of information on the projects that you are currently working on. This allows for client-related information and insights.

• It is possible to sync your Forecast clients with clients from the Accounting and Billing integrations that Forecast supports. Those are, Xero, Quickbooks, and e-conomic. This will allow choosing a client when exporting an invoice which will in turn land the invoice under the client's profile in the accounting platform.

Creating a Client profile

It is possible to create Client profiles and add certain details to each. It is possible to either create Client profiles manually or import Clients from other platforms.

To create Client profiles

1. Click on Admin in the top menu bar.
2. Within the Admin drop-down, click on the Clients.
3. Click on the Add Client button.
4. Add the name of the client in the name field once the pop-up module appears.
5. Optionally, add a logo to the client's profile by clicking the update logo button and choosing a file.
6. Click Add Client.

Updating a Client profile

Once the profile is created it will be possible to click on it and add additional details and/or edit the profile to keep it up to date.

To edit a Client profile

1. Click on Admin in the top menu bar.
2. Within the Admin drop-down, click on the Clients.
3. Click on the Client name.
4. In the new window, update the Client's company details by clicking on the empty fields next to the options:
   1. Company name
   2. Street
   3. Zip
   4. City
   5. Country
   6. VAT number
   7. Notes: Under the notes section it is possible to write notes that could be related to the client.
   8. All guest users: Under the guest user section it is possible to invite guest users to the platform. To learn more about guest users please visit our article Adding and managing Guest Users.