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Clients and Contacts


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 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.