Changes for page Client Creation

Last modified by karimpirani on 2014/07/03 15:23
From version Icon 7.1 Icon
edited by karimpirani
on 2014/06/20 14:01
Change comment: Upload new image client creation 5.PNG
To version Icon 9.1 Icon
edited by karimpirani
on 2014/06/20 14:02
Change comment: There is no comment for this version

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28 28  
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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36 36  
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:
42 42  
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.