Changes for page Client Creation

Summary

• Page properties (1 modified, 0 added, 0 removed)
• Attachments (0 modified, 1 added, 0 removed)
  • client creation 5.PNG

Details

Page properties

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29	29	2. To add a new client select the New tab (1) at the bottom of the client list and click the Add button (2) above the client list area.
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35	35	3. The system will automatically create a "New Client."
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37	37	Click on the "New Client" entry (3) to display the client profile data entry area.
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41	41	4. Enter profile information for this client:
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43	43	4.1 First Name (Required)
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61	61	5. Associate this client to your organization using the Organizational Placements area.
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83	83	6. Associate this client with one or more tags using the Tags area.
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106	106	7. Click on the Save button to save this information.

client creation 5.PNG

Author

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	1	+XWiki.karimpirani

Size

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	1	+169.4 KB

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