Add Client
From ROL Help System
- Click the link 'Add Client' under the 'More' toolbar menu
- Complete the information required on screen
- Click 'Save Changes'
Once submitted, the screen will go directly to the record created where the user can enter additional information here.
If you make a mistake, don't worry - you can always go into the Edit Client screen and make any adjustments to their address, phone numbers etc.
After adding a Company, it is a good idea to add a Contact to the Company - see Company: Add Contact
More: Company Record View
