This article is designed to give a comprehensive overview of Clients.
What is a Client?
A client is the legal entity that is engaging your firm for services.
What do I need to get started?
All you need is the legal entity name of your client. To get started follow the directions below.
Are there any prerequisites for adding a client?
Step by Step Instructions
Adding a Client
Navigate to the Client listing by clicking Clients on the side navigation bar. From here click the +Client button located on the top right-hand corner of the screen.
Step 2. Add your Client Details
Fill in the blanks with your client details. Only the name and Industry are required. Address is optional however if you start the address section, you must provide a complete address.
Step 3. Click Save Client
Editing and Deleting a Client
To Edit, Change or Delete your Client, click the three dots located on the right side of the Client you wish to change. Next, click the Edit or Delete button.
Other ways to create a Client
There is second way to add a client using the + New button. Click the + New button on the left side navigation bar, then Click Client
You will now be directed to the same Add Client form.