Add New Client Wizard - Step 2

Last modified 09:03, 30 Jul 2013

Overview

The Client Extra Details you enter in the Add New Client Wizard - Step 2 window will appear on the Extra tab of the Client page.

Enter Extra details for the client

  1. Where relevant, type or select a value for the Custom Fields and Custom Categories. Mandatory fields, which are flagged by a red triangle File:dirname/central/040_Contacts+and+Clients/140_Using+the+New+Client+Wizard/030_Add+New+Client+Wizard+-+Step+2/icon_mandatory.gif, must be completed before you can click Next or Finish.
    The Custom Category icon File:dirname/central/040_Contacts+and+Clients/140_Using+the+New+Client+Wizard/030_Add+New+Client+Wizard+-+Step+2/icon_extra_field.gif indicates a list that becomes available when you click the Value field. Select a value from the list.
    The Custom Field icon File:dirname/central/040_Contacts+and+Clients/140_Using+the+New+Client+Wizard/030_Add+New+Client+Wizard+-+Step+2/icon_extra_cat.gif indicates that you can type text in the Value field.

  1. 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.

or

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.

Note

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.
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