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Clients

A client is the top-level record for customer work. It groups the projects, contacts, and end customers related to one customer organization.

What a Client Has

Section titled “What a Client Has”
  • projects. Every project belongs to one client.
  • contacts. A contact can optionally belong to one client.
  • end customers. An end customer can optionally belong to one client.
  • custom fields. Client custom fields are copied onto timecards as clientCustomFields.

How Clients Behave

Section titled “How Clients Behave”
  • A client must exist before you can create projects under it.
  • Contacts and end customers can exist without a client.
  • Tasks and timecards reference the client through their project.
  • Clients can be archived.
  • Deleting a client is a soft delete.
Section titled “Creating Related Records Together”

The app can create a client together with its first contacts, projects, and contact associations, for example during Account Setup. The Create Client endpoint creates only the client. Create the related records with their own endpoints.

Section titled “Related”

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