The quickest way to add a new Client is to:
- Select Clients from the menubar, then select Add New Client from the submenu bar (where is menubar? and what is a submenubar?). A New Client window is displayed.
Under Personal tab, add First Name and Last Name, and click Save button. The new Client will be created with all the tabs and advanced notes.
Optional
- While creating a new Client, you can also add more fields. To add fields such as Suffix, Other Name, Known As, Alias, click Show more fields…
- To add address, click Click to add… under Addresses section, and add respective address fields. Then press Save to save the address, and press Save on right side (refer: 2. Under Personal tab... snapshot)
The new Client will be created with all the tabs and advanced notes. To access and edit client details, find the help file here.