PXLQuill / Guide 04
Clients and report details
Reuse client records while controlling what enters a report.
01 / Add a client
Open Clients and create a record with the display name and optional legal name, website, address and contacts. Keep internal notes factual and appropriate for your team. The sample Atlas Technologies record is fictional.
02 / Link it to an engagement
Choose the client and relevant contact in the engagement. Client details are versioned into the engagement rather than silently changing every existing report when a directory entry changes.
03 / Choose whether details appear
Use the engagement’s client-details inclusion setting when those details should appear in the output. Preview the report to check the selected fields. Do not put confidential internal notes into report narrative fields.
04 / Refresh deliberately
When contact details change, explicitly refresh the engagement’s linked client data if the new information should be used. Generate a new report version afterward; existing generated files retain their saved content.