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Add clients in Client Management

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Summary

How to add clients in Client Management.

Description

To get started in Client Management, you will need to add clients first.

Resolution

Before you start

The client list groups clients into client folders. When you create a client, the system automatically adds a client folder.

Learn more about client folders

You'll see client folders when you're on the client list and have Folder view selected.

If you do not have a client folder in the client list for your client, follow these steps.

  1. From the client list, click Add clients then Create client.
  2. Select In a new folder on my client list, then Next.
  3. Choose the relevant Client type.
     NOTE: The system will automatically add a client folder based on the name of your client. 

  4. Work through the wizard, selecting Next when you've completed each page.
  5. Click Save.