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 8.1 Icon
edited by karimpirani
on 2014/06/20 14:01
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||width="100%"]]
25 +[[image:client creation 1.PNG]]
26 26  
27 -
28 28  
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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33 33  
34 -[[image:client creation 2.PNG||width="100%"]]
33 +[[image:client creation 2.PNG]]
35 35  
36 -
37 37  
38 38  
39 39  3. The system will automatically create a "New Client."
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41 41  Click on the "New Client" entry (3) to display the client profile data entry area.
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43 43  
44 -[[image:client creation 3.PNG||width="100%"]]
42 +[[image:client creation 3.PNG]]
45 45  
46 46  
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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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82 82  
83 83  
84 -[[image:client creation 4.PNG||width="100%"]]
81 +[[image:client creation 4.PNG]]
85 85  
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87 87  
88 88  
89 89  6. Associate this client with one or more tags using the Tags area.
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108 108  
109 -[[image:client creation 5.PNG||width="100%"]]
105 +[[image:client creation 5.PNG]]
110 110  
111 111  
112 -
113 113  7. Click on the Save button to save this information.