Changes for page Client Creation

Last modified by karimpirani on 2014/07/03 15:23
From version Icon 9.1 Icon
edited by karimpirani
on 2014/06/20 14:02
Change comment: There is no comment for this version
To version Icon 4.1 Icon
edited by karimpirani
on 2014/06/20 13:59
Change comment: Upload new image client creation 2.PNG

Summary

Details

Icon Page properties
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25 -[[image:client creation 1.PNG||width="100%"]]
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29 29  
30 30  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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39 39  3. The system will automatically create a "New Client."
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40 40  
41 41  Click on the "New Client" entry (3) to display the client profile data entry area.
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48 48  4. Enter profile information for this client:
49 49  
50 50  4.1 First Name (Required)
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66 66  5. Associate this client to your organization using the Organizational Placements area.
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89 89  6. Associate this client with one or more tags using the Tags area.
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113 113  7. Click on the Save button to save this information.
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