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
- 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.
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