Adding a New Client

Last Updated: Jan 25, 2017 10:33AM CST

Adding a Client


To add a new client:
  1. Navigate to the Clients tab.
  2. Click New Client.
  3. Fill out the information for the new client.
  4. Click Save.

To edit an existing client:
  1. Navigate to the Clients tab.
  2. Locate the client in the list or by searching.
  3. Click on the row containing that client.
  4. Click the edit icon.
  5. Make the needed changes. 
  6. Click Save.

To delete an existing client:
  1. Navigate to the Clients tab.
  2. Locate the client in the list or by searching.
  3. Click on the row containing that client.
  4. Click the edit icon 
  5. Click Delete.

To make an existing client inactive:
  1. Navigate to the Clients tab.
  2. Locate the client in the list or by searching.
  3. Click on the row containing that client.
  4. Click the edit icon 
  5. Click Make Inactive.

Search





Contact Us

Contact us
5c736936187d8f2c9869b11674d2be99@dogbizpro.desk-mail.com
http://assets0.desk.com/
false
dogbizpro
Loading
seconds ago
a minute ago
minutes ago
an hour ago
hours ago
a day ago
days ago
about
false
Invalid characters found
/customer/en/portal/articles/autocomplete