ClientsoverviewFor all · Updated 2026-09-16
Understanding Clients
What a client record contains in AllTask and how clients fit with contacts, projects, invoices and communications.
clientscustomersrecordsoverviewcrm
A client record is the center of your relationship with a company. It stores company details, contacts, projects, estimates, invoices, payments and communications in one place.
A client is the company or organization you work with. A single client can have several contacts — for example the primary buyer, the project sponsor and the finance person.