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 Go option on the Standard toolbar, by pressing Ctrl-L or by the client button on the Master toolbar.

Use

Open the Clients screen.
Click on New. This will open the Client Details screen.

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

Clients who are Staff

Entering a client who is a staff member alters a little to a standard client. Follow steps 1 to 6 above then allocate the client as a staff member client. Before creating a new Staff , make sure there is a corresponding Skill Group for them to be assigned to.

Select the Permissions tab in the Client Details screen.
Select the Staff option.
Select and enter the appropriate logon/security details.
Click Apply.

Note: When creating a staff member client, you will need to enter the permissions for the staff member. You will also be required to assign the staff member client to a Skill and Security group before they will appear as a staff member in the Helpdesk Explorer. See Skillgroups or Security.