Adding a new Client

Using the New Client Wizard

The Wizard guides you through the steps to create a detailed record of a client. However, if you prefer, you can use the wizard to create basic client information and then complete the remaining steps on the Client Page at another time. The only mandatory step is the first one. After this you can click Finish at any time to save the new client and any details entered.

If there are any mandatory fields in a step, a small red triangle like this  is displayed in the field. You will not be able to go to the next step in the Wizard until the field is completed. This icon   displays if you try to move to the next step without completing the mandatory field. If you make an error in a mandatory field, hover over the icon and it will tell you what the error is.

The Add New Client Wizard is accessed from the main menu by selecting File > New > Client.

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