====== Clients ======
You can add, manage and edit your clients within the Clients tab.  Clients are organized alphabetically, with general company/client information in the left column and contact person information in the right column.
===== Adding or Editing a New Client =====
To add a new client, select "New Client" from the sidebar of any page.  Fill in the required fields and click "Add Company." 

==== Notes ====
  - Companies require at least one contact person -- this is who will receive your emailed invoices.
  - Any website you enter will automatically be converted to a link in the Manage Clients section.

===== Importing & Exporting Records =====
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**Note that the import/export of client records is currently undergoing a major overhaul, and is therefore hidden from view.  An improved import/export utility will soon be launched and will include support for vCards and popular contact managers.** 
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If you have several clients, it may be more efficient to use our import feature.  You'll need to create a tab delimited text file with one client record in each row and the column fields in the following order:  
Company Name, Address1, Address2, City, State, Zip Code, Country, Web Address, Office Phone, Fax, First Name, Last Name, Email, Office Phone, Mobile Phone.  (From Clients | Import/Export, you can download the sample file to see how to arrange your data.)  This sort of table can be created as an Excel spreadsheet, for example, and then saved as a tab delimited (.txt) file.  For more information, see this tutorial:  http://desktoppub.about.com/od/textacquisition/ss/tabdelimitedss.htm

==== Notes ====
  - Make sure to verify all client information after importing.
  - Email address, first name, last name and company name are mandatory fields.
  - Clients are tracked by email address. If you have multiple clients with duplicate email addresses within the file, the system will automatically recognize only one client record.
  - Likewise, if more than one client already exists in your account with the same email address, the client record in the import file will be ignored.