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Add New Client Wizard - Step 7

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The Add Assignments from Template window of the Add New Client Wizard lists all the available assignment templates. The assignments you select appear on the Assignments tab of the Client page.

To view assignments for a particular template group, use the Assignment Template Group drop-down list.

To select an existing assignment for the client:

  1. Click an assignment in the window and then click Add.

  2. To select multiple assignments for the client, simply repeat the procedure.

  3. When you have finished selecting assignments, click Finish.
    The client is created and their Client Page appears.

Related Topics

How to create a new client

Add New Client Wizard - Step 6

How to delete a client or contact


© Wolters Kluwer (UK) Limited (trading as CCH Software). All rights reserved.

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