Clients > Adding a New Client

Last Updated: Jun 17, 2017 09:01AM CDT
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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 Inactivate.

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