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I’m looking for an old client, they aren’t in the list

The Client Manager has two views. The default view shows only clients with active jobs, which is the most common usage. The second view shows all clients, both ones with completed jobs as well as those with active jobs. You can toggle between the views. When you are looking at the active clients, there is…
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How best to track vendors I recommend to clients?

Use the Organization related commands to manage your list of vendors who have a proven track record with you. Each organization can be assigned to one or more categories. Some example categories are accounting, legal, Nursing, or Solid Waste / Hauling.
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