Changes for page Client Creation

Last modified by karimpirani on 2014/07/03 15:23

From version Icon 8.1 Icon
edited by karimpirani
on 2014/06/20 14:01
Change comment: There is no comment for this version
To version Icon 7.1 Icon
edited by karimpirani
on 2014/06/20 14:01
Change comment: Upload new image client creation 5.PNG

Summary

Details

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Content
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37 37  3. The system will automatically create a "New Client."
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38 38  
39 39  Click on the "New Client" entry (3) to display the client profile data entry area.
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45 45  4. Enter profile information for this client:
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47 47  4.1 First Name (Required)
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63 63  5. Associate this client to your organization using the Organizational Placements area.
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108 108  7. Click on the Save button to save this information.