Can I create template client?

Feature Request
1

Now every time I create a new client I have to specify all the options and fields. Most of my clients share same features, like Sales Category, Allow PDF Attachments, Default project tags. Can I preset them for new client?

2

Hello @sy8111

This is not possible at present.

I have changed the category of this post to Feature Request, that way other forum members can vote on it and we can gauge the response.

3

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