---
title: "Step 4: Add Clients"
canonical: "https://support.functionfox.com/space/GS/39322647/Step+4%3A+Add+Clients"
format: markdown
---
## Add Clients

If the term ‘Client’ doesn’t fit your business, you can choose a different term by clicking on your initials at the top right, and then the Settings & Preferences gear icon. Under the **Account Preferences** tab, scroll down to the **Naming** section. Other options include ‘Company', ‘Business Unit,' or ‘Program Area.’

**Note:** The default naming for Clients in FunctionFox In-House accounts is ‘Departments.’

#### To Add a New Client:

1. Go to **Clients > Manage **in the left menu.
2. Click the **Add Client** button to open the modal
3. Enter in the Client Code (if applicable), the Client Name, and [Rate Category](https://support.functionfox.com/space/GS/39322546/Step+3:+Add+Tasks+&+Rate+Categories) (optional - Common is the default Rate Category for all Clients).
4. Click **Save New**

The Client Code can be activated/deactivated by going to **Settings & Preferences **(under your initials at the top right)** > Account Preferences > Other** and checking/unchecking ‘Use Client Code'. You can show/hide the Client Code by checking/unchecking ‘Show Client Code’ in the same section.

![image-20250520-164930.png](media://26d83a08-cc19-4da9-bee2-339ad40e43df)

#### Editing Clients

1. Click on the **edit** pencil next to the Client you wish to edit in the Clients table
2. Make your changes within the modal
3. Click **Save Edit**

#### Deleting Clients

1. Click on the **delete** icon next to the Client you want to delete.

You can only delete Clients that have no Projects associated with them. If you want to remove a Client with Projects from your active Client List, you’ll want to Archive the Client.

#### Archiving Clients

1. All Projects associated with the Client that you wish to Archive must be in a **Closed** status.
2. Once all Projects have been closed, go to the **Clients > Manage** page and click on the **Archive Client** checkbox under the Archive Client column. If the Archive Client column isn’t visible, click on the table settings (3 bars) to activate it

![image-20250520-182937.png](media://859d9241-987a-4942-921e-de2dd761ba27)

#### Viewing Archived Clients 

The Client State filter at the top of the page allows you to view Active Clients only, All Clients (both active and archived) and Archived Clients only

**To De-Archive a Client**

1. Change the **Client State Filter** to All Clients or Archived Clients Only
2. Locate your archived Client in the Clients table and uncheck the Archive Client checkbox

![image-20250603-142550.png](media://4710fc9e-f52b-4b61-8d17-8c0ffc5e2947)

#### Client Sequencing

You can set custom Project Codes per Client using the Client Sequencing feature. Go to **Settings & Preferences > Account Preferences > Project Sequencing** and check off ‘Use Client Sequencing.’

On the **Clients > Manage** page, click the **Add Client** button and you’ll see the options to add preceding characters, set a mandatory sequence, and add following characters when adding a new Client. This will carry over to the Projects > Manage page and apply to every new Project added for that Client.

To Set Project Codes for an existing Client, click the **edit** pencil icon next to the Client to open the modal, fill in the **Project Code Sequencing** fields, and then click **Save Edit**. This will take effect for all new Projects added for that Client, going forward.

![image-20250520-184619.png](media://1d24e0a3-4a62-49ce-a78c-7750bb5c8800)

#### Contacts, Files and Comments

Add contact information for a Client by clicking on the **Contacts** icon within your Client list. If this button is not visible, click on the 3 bars at the top right of your Client list (table settings) to add it.

Upload Flink files to Clients by clicking on the **Files **icon in your Client list.

Comment against Clients by clicking on the **Comments** icon (available with Premier and In-House only).

![image-20250115-152612.png](media://9019c79a-6b21-4ee9-b33b-939125cdaaa2)

> ℹ️ **Now that you’ve added your Clients, you can move forward with adding ****[Projects](https://functionfox.atlassian.net/wiki/spaces/GS/pages/39322681)****.**