Adding a new client record

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When you add a new client record, you are prompted to enter initial setup information and select a client template. If you select a template, the application automatically enters information in the client record that was set up in the template.

  1. Choose Setup > Clients.
  2. Click the Add button.
  3. In the Add Client dialog, enter the client ID and name in the Identification section, and select a client template if applicable.
  4. Click the Add button. A new client record is created using the information entered in this dialog and in the applicable client template.

See also

Client setup overview

Using templates for client setup

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