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How to Link a Client to a Project in CrewBox

Connect each job to the client it's for, so the relationship is visible everywhere the project appears.

Link the Client

Open the project.
In the project header, open the actions menu and click Select Client.
In the client picker, use the search box to find the client record.
Click the client to select them and confirm.

Use Select Client in a project's Actions menu to link a client.

The picker is single-select — choosing a different client later replaces the current link.

Where the Client Shows Up

Project header — the client appears in the meta row alongside the address, dates, and category, and links straight to the client's page.
Project cards — hover-expand a card on the Projects page and the preview shows the client and category.

Before You Start

The picker searches your existing client records — if the client isn't in CrewBox yet, add them first from the Clients page.