Add Client

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Add a Company

  • Click on 'Tools' on the Menu Bar across the top of the screen
  • Click on 'Add Company'

Add Candidate 1.png

  • Complete the information required on screen
  • Click on the 'Save Changes' button at the bottom

Add Company 2.png


Once submitted, the screen will go directly to the record created where the user can enter additional information here from the left-hand Navigation Panel options.

Add Company 3.png


If you need to make an amendment or add extra information about the company, click on 'Tools > Edit Company' in the left-hand Navigation Panel and make any necessary adjustments.

Add Company 4.png


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 Company screen and make any adjustments to their address, phone numbers etc.

ROL Edit Client.png


After adding a Company, it is a good idea to add a Contact to the Company - see Company: Add Contact


More: Company Record View