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Change the Client Associated to a Project

How can I change the client on a Project?

Ashlee avatar
Written by Ashlee
Updated yesterday

To change the Client Company associated to a Project, navigate to the Project Details page, then click the name of the Client Company currently associated to the Project. Doing so will bring up a drop-down menu of all available Client Companies, from which you can then choose the new Company:

To change the Client Contact associated to a Project, click the "Edit" symbol in the Project Contacts modal on the right-hand of the page, then scroll down to the available Client Contacts.

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