Managing Your Client List

We've made adding and managing clients easier in the ArborNote desktop!

From the navigation bar, select 'Clients'.

From here you can add a new client by clicking on "Add Client" in the top right.

To edit, delete or copy a client - Highlight the client in the client list and click on the blue action icons to the far right.

Double clicking on a client from the list will open the client profile view. Here you can see the client summary information, recent activity and view any projects that client if affiliated with: