Your clients and contacts are stored in Ochre. This can be as simple as a name for reference, or you can add all the information needed to make this a shared resource for all users. It works like this.
Clients are a special class of Contact and should be created as you create a project. Clients are added as you create a project. The only requirement is the name of the client, but you can add more information now or later. Once a client is added, they are selectable from a list next time. Clients become a Contact once created and you work with them the same as Contacts - described below.
Contacts include six types: Clients, Consultants, Contractors, Vendors, Staff, and Other. Client, Consultants, Staff and Vendor Contacts are used by the app to display your records, Contractors and Other are for your convenience if you choose to include them.
Your Clients, Consultants, Contractors can be viewed from either the Budgets page or the Project Reports page. Contacts are listed by project. If you are a Level 4 User, you can add Contacts and edit them from either of those pages. A Level 5 User can access all Contacts from the Expenses page where they can add or edit Contacts which are grouped by type.
Each type of Contact should be created as described below. However once created they all can be viewed and edited the same way.
Clients are added as part of a project as described above.
Vendors, and Consultants
Vendors and Consultants can be added as part of an expense transaction entry. You can also add them as described for Contractors and Others below.
Staff are added as Contacts automatically if you choose to allow them to submit mileage and expenses. Otherwise you can add them the same as the process for Contractors and Other. When created automatically, only their name is added. If you want to list more information in the Contact tables, you would edit their record.
Contractors and Others
Contractors and Others are added by Level 4 Users from the Budgets or Project Reports pages. Level 5 Users can add them from those pages and also the Expenses page.