Tips and tricks: Keep reference on clients involved in the project

Situations where you want to have client companies added to the project even when you don't expect them to actually use activeCollab to collaborate with you are not that rare. For example, you don't want any notifications sent to them or them logging in the system, but you want to keep track on everyone involved for the reference.

activeCollab does not support this "silent" clients as a special feature, but you can use existing system and be sure that no one will send any accidental emails to them or make them aware that there you are using some kind of project management system. Here is how you can set it up:

1. Create a client company (if you don't have it created already).
2. Add user to that company. activeCollab requires that client company has at least one member in order to list it in project permissions form. Adding a contact person is always a good idea.
3. Go to project permission page and add client company to the project without selecting any users. This way you can make sure that notifications are not sent to any client users by accident.

Do you have any tips or tricks of this type that you want to share with the rest of activeCollab users? Want to know how some particular scenario would be best implemented using tools available in activeCollab? Tips and tricks forum is made for this type of discussions so lets start filling it with useful information.