Clients > Adding a New Client

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To add a new client:

1. Navigate to the Clients tab.
2. Click the New Client icon.
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 Client 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 Client 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 Client icon
5. Click Inactivate.