VectorKan
Client records and project associations
Assigning a client to a project
When setting up a project, specify the Client Name under Project Settings. This client name will automatically populate on generated invoices, time sheets, and billing summaries.
Managing multiple client engagements
Agencies managing dozens of clients should create one project per client or engagement. This keeps boards, intake queues, and billable hour logs isolated between accounts.
More guides in Client management
Provide clients with a branded, self-service request portal where they can submit bugs and feature requests without requiring paid seats.
Review incoming customer submissions, communicate via public updates, and convert requests into tracked project tickets with one click.
Protect public intake portals from spam and unauthorized submissions using access PINs/passcodes and allowed email domain filters.