New Client Page

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Selecting New Client from the Clients Page task bar will open the New Client Edit page.


NewClient.png

New Client requirements include, as a minimun, the Name and Email Address fields.

The Firm User attributed to the client will defaulted to the currently logged in user, however this can be changed by selecting another user from the dropdown list.

Note: Don't forget to click the Save button once the client details have been entered.