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 9.1 Icon
edited by karimpirani
on 2014/06/20 14:02
Change comment: There is no comment for this version

Summary

Details

Icon Page properties
Content
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25 -[[image:client creation 1.PNG]]
25 +[[image:client creation 1.PNG||width="100%"]]
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27 27  
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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32 32  
33 -[[image:client creation 2.PNG]]
34 +[[image:client creation 2.PNG||width="100%"]]
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35 35  
36 36  
37 37  3. The system will automatically create a "New Client."
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39 39  Click on the "New Client" entry (3) to display the client profile data entry area.
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41 41  
42 -[[image:client creation 3.PNG]]
44 +[[image:client creation 3.PNG||width="100%"]]
43 43  
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45 45  4. Enter profile information for this client:
46 46  
47 47  4.1 First Name (Required)
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80 80  
81 -[[image:client creation 4.PNG]]
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82 82  
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83 83  
84 84  
85 85  6. Associate this client with one or more tags using the Tags area.
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104 104  
105 -[[image:client creation 5.PNG]]
109 +[[image:client creation 5.PNG||width="100%"]]
106 106  
107 107  
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108 108  7. Click on the Save button to save this information.