Adding or editing a client

  1. Click Add Client to add a new client or click Edit Client to modify an existing client.
    The Client Directory is assigned by the program based on the client's ID number.
  2. Select the desired Client Type.
  3. Modify the client details.
    The data input on this screen will flow to modules that are opened with this client selected.
    Help for the selected field will appear at the bottom of the dialog.
  4. Click Save.

How did we do?

Client Folder