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