How do I…

Add a client or an address

Pick an existing record or add a new one while creating or editing a project.

Where to find it: Home › New project, or in the drawing › Properties › Project › Edit (details)

Add a client

In the client picker choose to add a new one. Enter the first and last name, and optionally a company name, email and phone, then Add client. With a company name the client is that company with the person as its contact; without one it is the person.

Add an address

In the address picker choose to add a new one. Enter the street, unit, city, state or region, postal code and country, then Add location. Addresses already used with the chosen client are listed first under Paired.

Correct or remove a record

Editing a client or address updates every project that uses it; if others do, a step lists them before you save.

Only a record no active project uses offers a delete option next to its details; deleting removes it from the workspace for good. Archived projects do not stand in the way — the step says how many will be left with no client or address before you confirm. A record still used by an active project has no delete option; archive or reassign those projects first.

Then save the project with Create project or Save project.