| Add
client |
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Follow the steps given below to
add a new client profile: |
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Select the Client: Add
New option from Client/Contacts section |
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In the client details form, enter the name of
the client, invoice code and type of client |
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Click on the Create
Client button to cerate the new client
profile |
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Details such as contacts, invoices, contracts,
reminders etc can be added to the client profile.
To add details to a client profile, select the
Details option against the relevant client profile,
from the client search listing. In the Client
Details page select the relevant option to add
contacts, contracts, invoices, invoice reminders
and passwords. |
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| Contact
Details |
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Multiple contact details can be stored for a
client. Follow the steps, given below, to add
contact details for the client: |
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Select the Add Contact
option to access the Client Contact form |
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Enter details in the fields provided such as
name, designation, company, email, telephone etc.
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Click the Create Client
Contact button to add the contact details
to the client profile. |
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