Enter Extra details for the client
Where relevant, type or select a value for the Custom Fields and Custom Categories. Mandatory fields, which are flagged by a red triangle , must be completed before you can click Next or Finish.
The Custom Category icon indicates a list that becomes available when you click the Value field. Select a value from the list.
The Custom Field icon indicates that you can type text in the Value field.
When you have entered all the mandatory information, you can either click Finish and add the client to the system or click Next and continue adding details for the client.
Clicking Finish creates the client using the information entered thus far. The wizard closes and the Client page is displayed for the new client. Click through the tabs to check, add or edit information. You can add to these details directly on the Client page at any time.
To continue entering details for the client on the wizard, click Next. The Step 3 window is displayed. This is where you enter address details.
Entering information in the remaining windows (Steps 3 to 6) of the Add New Client Wizard is optional at this stage. Once the client is created, further details can be entered on the Client page.