We are new users of this plugin and we wonder about client set up. As we understand it clients are registered one by one and not by company assignment. Is it possible to create a catagory for each customer and assign clients to that company? We would like to add company info etc and then add different users to that customer?
Can you please describe your idea a bit more? Are you asking for additional fields in the profile and make a company profile (group) and assign users to that?
If yes, this might be similar to BuddyPress. Please have a look at this docs and let me know.
We have different clients (companies) with diferent contact persons. If I create an invoice in wp-proj I would like to be able to select a pre defined client. And the best thing would be if I could assign client when making the project and that this then is reflected when creating an invoice.
This way we can collect client information, address, etc for a given client and assign project members within that client etc.