Clients and contacts
A client record is more than a name — it's the contacts, payment terms, and job history behind every quote you send.
🚧 Not written yet
This page is scaffolded — the outline below is what it will cover. Progress is tracked in gearflow#959.
What this page will cover
- Who can do this
- Creating clients; multiple contacts per client and the primary contact
- Picking a specific contact per project — who the quote addresses
- Payment profiles — pointer to Payment profiles and deposits
- A client's job and revenue history