Creating and Editing Clients

Accessed from the main Clients window, the New screen allows you to add new clients, and enter all their information.
Clients can also be created using the Add option in the Search, Recent, or Favorites screens.

Information relating to the new client can be added to the Information, Address, and ABC Records tabs as required.

Once the relevant information is entered and saved, the client will be available for selection or editing.

There will be small crosses next to any required fields (these will need completing before any Save actions are possible).

Once the initial creation of a client is complete, you can then edit the client to add a great deal more detail if required.