I'm new with this system too and have only entered a few clients. I would say that who ever pays you is your client and would be entered as the client. But, what do I know? LOL you can ask "Tina" with Crosstraxs. I am glad to see someone else on the forum. Wish more would get on here. We could learn much from one another
Unless specifically informed otherwise, my primary client is the person/company who actually requests the assignment. I then add any other client for the case as a secondary client. I have been using crosstrax for about 2 years now and have seen it grow and change tremendously. If you have any questions on how to do something, let me know as I am happy to assist. Best way to contact me is via email at firstname.lastname@example.org
Thanks for your offer. I will take you up on it. I am always working to make the software make my life easier.