‘Client’ records today are not effectively more helpful than tags. I’m a consultant that bills on an hourly basis, and Clients have a min and max number of hours per week available. That means I need to be mindful of whether I’m going to reach my min or max hours per client. I have different hourly rates for different clients, so a workspace rate is not as useful to me as a per client rate. I also plan to bring on subcontractors who should only be able to see and interact with certain clients, their projects, etc.
I would love to see a more robust record for clients, like being able to:
- Set hour or revenue goals per client per week or month
- Set hour maximums per client per week or month
- Set a client-specific hourly rate that projects inherit when I attribute them to clients
- Assign specific members to specific clients
- Limit workspace visibility for members based on assigned clients
