Have you often wondered why there are 2 options for creating a Client - Create Client and Quick Client? What do each of these do?

Create Client

This option allows a user to create a Client and add in lots of details like address, source, company registration number, VAT no, currency etc. There are, however, only 3 mandatory fields (Client Name, Address Line 1 and Client Type), allowing the user to set up a new Client fairly quickly. The remaining details can be added later.

Quick Client

This option allows a user to create a Client and a Contact record in one workflow. It captures basic Client and Contact information. Any further details can be added later within the respective Client and Contact records.

This option is useful when you know the Contact name in advance of the Client going live!

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