Though not required for tracking a project in Dashflo, you can associate clients with projects to help manage your workflow. Adding a client can be done one of two ways, either when you are adding/editing a project, or by clicking the ‘clients’ button in the dashboard and then filling in the data within the ‘add client’ function.
To add/edit client info, clicking the pencil icon reveals the form for client name, client contact, e-mail address and phone number. Click the disk icon (yeah, that’s a floppy disk) to save the updated information. And, just in case you’ve had a falling out with a client, you may also delete a client from Dashflo from this screen (permanently).
We’re really committed to keeping Dashflo simple and easy to use. If you find that you need more flexibility with client data, or there is something missing that you just can’t live without, let us know.