Navigation:  Clients > Client Functions > Create New Client

Click to Create a New Client record.  A new blank Client Detail Area will open in the Main Window.  Fill in all the fields (remembering that you cannot type into the greyed out areas) that are applicable.

 

 

•Client Status – If you do not wish to use the Client, make sure you have selected 'Inactive' here. In particular, it is critical that you make sure that your client status is set correctly (this will become apparent when running reports).

•Client Status Note – You may choose to add additional information about the Client Status here.

•Client Short Name – It is important that you add a Client Short Name as this will assist with the search and retrieval of Client Information. This should be something simple and logical.

•Other Ref No – You will more than likely only need to select this if your client does not have an ABN, or is an overseas client with a different business identification number.

 

Click to Save all data.

 

You can now click on the Additional Details Tabs and fill in the details associated with each Tab.