Clients and Contacts
Clients
Clients are the fundamental concept in Client Board. A client can have multiple contacts, a category, a status, multiple tasks, and multiple notes. Depending on your needs, a client could be a single person, or an organization.
Contacts
Contacts usually describe a single person. A contact may include a name, phone number, email, and an address. You can enter contact information yourself, or import the information from your device’s Contacts list.