Creating A Client From Client & Project Landing Page

• Navigate to the Projects Tab (i.e. "Clients & Projects" page).
• Click the pink "plus" button on the top right of the screen. 
• Select "New Client". 
• Fill in the appropriate information and select a logo or image to represent the client (the image/logo is optional). 
• Click the "Save Image" button below the image cropper before saving the whole client file. 
• Hit the pink "save" button on the drawer to create the new client. 

💎  Product Tip: If you are a FOLIO Member, this new Client is now available in the "Client" dropdown field in the New Project Drawer. You will NOT see the Client on your Clients & Projects Landing Page until there is a project created under that client. 

• If you are a FOLIO Admin: You will see your new client in the "Clients & Projects" screen (they are listed alphabetically by Client).
• If you are a FOLIO Member: You will see your new client in the "Client" dropdown list when you start a new project. Once you are managing a project under a specific client, that client will show up on your "Clients & Projects" dashboard.

✨  Product Roadmap Tip: We know the image cropper requires a few extra clicks. We are working to find a better solution and will update you once it's released.