ClientBase Adding a new client

Overview

A new client is added to clientbase when a client has work to be done that has never had any done before. This is because they wont all ready be in the database so they will need to be added

Adding a new client

To add a new client you will need to go to edit on the tool bar at the top of the screen as shown above, and click on a new client to add them. After this has been done you will be required to add the client information into the database.

A. Once you have added a new client he will appear at the bottom of the list as shown above. Click on the empty space to begin to edit the clients information.

You will need to get the information from the client to be able to add them to the database. Important information is the clients address, business name, name and contact details.

You will also need to set the groups that the client is in by clicking on the groups button like below

Once you have entered all the clients information if you click on another client it will tell you to save the information for the current client.

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