In ClickTime, the Client is the primary entity that time is associated with. Before you can create time entries, you will need to have at least one Client, and they must have at least one Project associated with them. For details on Projects, please see the Creating and Editing Projects help guide.
Remember, the term Client is customizable, so your organization may use a different term (such as Customer, Funding Source, etc.). Terms can be changed by your local ClickTime Administrator at any time (more details here).
To create a new Client, go to the Company --> Clients page and click "Add Client":
On the next page, please enter the name of the Client (there is a 50 character limit for Client Name) and provide a Short Name. The Short Name is required and must be unique. It is used for internal data purposes. Client Short Name is also especially helpful for those using the Expenses Module, as the name will appear when selecting a Project to bill expenses to (more details here).
Other optional fields in the Basic Information section include:
Client Number: Useful for reporting purposes
Account Package Client ID: Useful when exporting data for accounting integration - enter your accounting software’s corresponding ID value for this Client
Status: Use this to set the Client as active or inactive. Please note, inactivating a Client will also inactivate any associated Projects. Inactive Projects can not have time (or expenses) entered against them.
Notes: Use this field to enter any notes about this Client
Custom Fields: If your company uses Custom Fields, you must complete the ones that are required (*) prior to saving the new Client. Required custom fields are configured by your company.
Click "Save" to save your new Client and to return to the Clients list page. To Save and add additional Clients, click Save and Add Next.
If your company’s Billing Rate Model is set to Client and you are an Administrator, or Manager with permission to "Add and Edit Billing Rates", a second section will be visible on the Add New Client page. You can navigate to this section after completing the Basic Information and set up the Billing Rates when this Client is used. For more information on Billing Rates, please see the Billing Rates Guide here.
To edit an existing Client, click the "edit" pencil icon from the Company --> Clients page.
The Client Detail page is divided into sections, and only one section can be edited at a time. Use the Side Navigation Bar to quickly navigate to the section you wish to edit.
Basic Information: In order to edit any of the fields under Basic Information, click the Edit Section button.
When you are finished editing the section, click the Update button to save your changes or click Cancel to revert the changes to the section’s original values. You can follow the same steps for the Custom Fields section if one exists.
Projects: This section is not editable. The purpose of this section is to view Projects associated with the Client.
Clicking on any project’s pencil icon will open that Project Details page for that Project.
When editing Clients, a new section titled Reports will be visible. Navigate to this section to view which reports use Clients as the main reporting item and to run those reports for that Client. For more information on Reporting by Job, please click here.
In addition to the Client Details, the Actions menu (located at the top right of the page) offers several options:
Duplicate - This option is Not Currently available from the Client Details page. If you wish to duplicate the client, please navigate to the Client List page.
Delete - Use this to delete the Client entirely from the system. Only Clients with no time entries can be deleted. If there are time entries associated with this Client, please instead change the status to "Inactive" from the Basic Information section of the page.
Create New Project - Use this to open the New Project page and create a new Project for this Client.
Audit Log - This will only be if your organization is using the Audit Logging Module (details here). Use this option to download the Audit Log report (which includes all information about this Client) as an Excel file.