Click on Create Client under the Companies tab and enter the information into the screen (all red fields are mandatory).
Click the Confirm button to create the new Client record.
Information can be added or changed on this record by using the ‘Edit’ option on each page. Additional industries and other Client requirements can be added on the Parent Info & Requirements page.
To create Contacts, use the Create Contact activity (as above), or shortcut icon within the record, or use the ‘Create Contact’ link from the People tab:
This allows users to quickly enter details of a new Client and up to 2 new Contacts in one activity.
Click on Quick Client and enter the information into the screen (all red fields are mandatory):
Click Confirm to create a new Client record and 1 or 2 new Contact records.
Contacts whose status has been updated to Archived will appear in the ARCHIVED CONTACTS list on the Summary and Contact pages of the Client record: