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How do I enable a client's name to appear on each project report in ForneyVault®?

You can create a list of clients and assign one to each of your projects in ForneyVault.

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Create a Client

  1. After logging into ForneyTools, from the top navigation menu select Admin then select Clients.

  2. From the Client Admin index page, click on + New Client.

  3. Enter your client's information and click the Save () button.

  4. Repeat for each of your clients. This list will be available in a dropdown when you create projects.
  5. Clients can also be added as part of new project creation in the +New Project window. 

  6. Once selected the New Client fields will be available for completion. 

  7. When finished select Submit to save your changes.