Projects, Clients, & Vendors
Learn how to create and manage Projects, Vendors, and Clients.
8 articles
Create a ClientInforming users how to create a new client
Create a ProjectInforming users how to create a project.
Navigating your ProjectInforming users how to navigate the tabs within their project
Create a VendorInforming users how to create a new vendor
Create an Inventory ProjectInforming users how to create an inventory they can use to track across multiple projects.
Collecting a RetainerInforming users how to collect a retainer in DesignerLink 2.0
Client PortalA client-facing interface giving your Clients access to Proposals and Invoices for their Projects.
Using the Item TrackerInforming users how to use their Item Tracker