Creating A New Client

Creating or updating clients is simply a matter of filling out the necessary information on the Client Details screen and then clicking on the Apply button. Access the Client Details screen via the Entities menu on the Ribbon.

Use

1. Open the Clients screen.
2. Click on New.  This will open the Client Details screen
3. Enter the client's name, or click on Full name to open the name details box. This feature will not create a Client ID.
4. Hit the tab key.  This will enter the ClientID for you unless you entered the name via the name details box.
5. Enter the company name or use the selector button to select the name from the sites screen.
6. Enter all other details. Personal, Employment etc.
7. Apply any Links, Permissions or Custom requirements.
8. Click Apply.

Creating a new staff member

See the section Creating a new staff member for details about this.

See also

Clients Overview

Creating a new staff member

Modifying a Client

Deleting a Client

Grouping, Classifying and Controlling Access

Linking other entities to a Client

Viewing job history for a Client

Automatically generating the Client ID