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Adding a Client

Learn how to add a new client

Bobbie Combs avatar
Written by Bobbie Combs
Updated over 9 months ago

1. On the left side menu, click on Contacts and then Clients and click on the Add button in the upper right hand side.

Add a client

2. On the new page, enter your Client's information.

  • Code: Check the code and edit if needed

  • Sort: Displays how the name will appear in your Client list. Name shows last name, first name - Company shows name as entered in Name field - Manual allows you to type in how you want the name to show

  • Type: Is a category you can assign to your Clients. Typical options are residential, commercial

  • Contact: Name of contact person

  • Salesperson/Mgr.: Assign a co-worker to this Client from the list

  • Sales Tax Code: Select the tax code for this Client from the list

  • Tax ID: If Client is non profit

3. When complete, click save on upper right hand side.

Save to save new Client

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