Clients in Designer Link 2.0 are in reference to any entity in which you order a service or good for. Examples could include a homeowner, a showroom, or even someone from your team. You will need to create vendors in the software, and ensure all of the necessary information is accurate and current, to save time purchasing later.
In these Best Practices, and Short Video, we are going to show you how to create a new Client, and/or edit a Client in Designer Link 2.0. The bottom of this page also includes related articles and frequently asked questions.
VIDEO TUTORIAL
BEST PRACTICES
BEST PRACTICES
Methods to adding a Client
Method 1: Client Tab
Method 2: Add Project Page
Method 3: Photo Clipper
Duplicate Clients:
Please note, you are not able to create duplicate client entries in DesignerLink 2.0.
Client Portal Access:
In order for clients to approve proposals directly from the Client Portal. You need to make sure that check the box that says "Access Portal"
RELATED ARTICLES
RELATED ARTICLES
FREQUENTLY ASKED QUESTIONS
FREQUENTLY ASKED QUESTIONS
Why can't I add a client to a project when I create a new client?
Based on the logic of the software, you will need to create a project, and then add a client. When you look at the client information, the project will then populate.
Why do I still have duplicate client names if it is no longer possible to have duplicate clients?
The update will only apply to new entries. You will need to go back and archive and/or change any other duplicate client names.
Is there a way to upload our client information from another service?
You can reach out to us about transferring your data from another service into DesignerLink 2.0.
And that is how you can create a Client. For further information please make sure to reach out to our help desk via the chat icon in the bottom right corner of your Designer Link 2.0 browser, or you can always email us directly at [email protected].