Add New Client Wizard - Step 1

Last modified 07:45, 24 Apr 2017

Overview

To launch the Add New Client Wizard, on the menu bar, click File>New>Client. The Add New Client Wizard - Step 1 window appears. The information you enter in the Client Personal Details and Responsibility window will appear on the Main tab of the Client page.

Enter Main details for the client

  1. Select whether the new client is a Person or an Organisation.
    The fields in the window update to reflect this selection.

  2. Enter the name details for the client. If the client is a person, the Last Name is mandatory. If the client is an organisation, the Main Name is mandatory.

    Mandatory fields display a small red triangle like this File:dirname/central/040_Contacts+and+Clients/140_Using+the+New+Client+Wizard/020_Add+New+Client+Wizard+-+Step+1/icon_mandatory.gif. This icon File:dirname/central/040_Contacts+and+Clients/140_Using+the+New+Client+Wizard/020_Add+New+Client+Wizard+-+Step+1/icon_warning.gif appears if you try to skip the field. You cannot move forward until the mandatory field is completed.

    Title: Mr, Mrs, Miss, Lord, etc.

    First, Middle and Last names: These fields are available only if the client is a person. 

    Suffix: This field is displayed only for persons. Suffixes such as knighthoods and orders (KBE, MBE, etc.) can be entered here.

    Pre Name and Main Name: These fields are displayed for organisations only. Use the Pre-Name if the organisation's name starts with 'A' or 'The'. Enter the main part of the name in the Main Name field. As searches are based on the main name, when results are displayed you will see clients listed in alphabetical order instead of seeing them all listed under 'T'. The Main Name is mandatory for clients who are organisations.

    Salutation: Any other name that the person is normally known by or prefers.

    Mailing Name: Name used for mailing purposes, alternative to the full name or salutation. If you do not enter a mailing name, the contact's full name will be used.

    Initials: Enter the contact's initials if required.

    Aliases : Select an alias Type from the drop-down list, then click in the Name field and enter the alias. Press [Enter] to save the alias.

  3. Enter a unique Code for the client. This is a mandatory field for all clients.
    Alternatively, to generate a code automatically, click Auto. (The format of the automatically generated client code depends on the settings in Maintenance>Client/Supplier>Client Creation Settings.)

  4. If the client is a person, specify the gender and enter the date of birth.

  5. Select the Centre and Category from the drop down lists.

  6. Select the partner, department, office and company who will service the client.

  7. Enter the Salutation, Mailing Name, Initials and Aliases.

Note

You can choose to continue with the Wizard to enter further details before adding the client to the database or you can click Finish and complete the details on the Client page later.
  1. To continue using the Wizard, click Next. The Step 2 window appears. This is where you enter Extra details for the client.
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