Work with company client records

Use client records for business context where the module is available.

Use Clients in Operations when your company maintains client records in Node Cluster. Create or open the relevant client record using the current client controls and keep its business details accurate.

A client record and a project are different objects. A project can organize delivery work for a client, but creating a client record does not itself create a complete project workspace or grant the client access.

Check the available linking or selection controls before assuming work is associated with a client. A client record does not itself provide an external guest portal.

If Clients is labeled beta in your release, review its stated limitations.