1) To add a new client, click on “New” button on top right as shown below:
2) A pop-up will be displayed as shown below:
3) The form will require the user to fill in the following basic client information:
- Client Name – the name of the client. Client can be a company or a person.
- Office Phone – client’s business contact number
- Email – client’s business email address
- Remarks – additional notes relating to client
4) Fill in all required information in the form to create a new client.
5) To make changes, click “Save Changes”.
6) To cancel, click “Cancel”.
7) Information field with (*) is mandatory information to be filled.
8) Empty information field will cause failure for user to apply changes.
9) A confirmation message will pop-up on top right to show that new client has been successfully created as shown below:
