Add Client dialog

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Use the Add Client dialog to enter the basic identification information for a new client record and to select the services that your firm provides to the client. If you also select a client template, the application will use the settings from the template to create the new client record.

Choose Setup > Clients and click the Add button.

Fields & buttons

Identification

  • ID. Enter up to 11 characters (no spaces or special characters).
  • Template. If an existing client template applies to this new client, select that template from the drop-down list.
  • Client name. Enter up to 50 alphanumeric characters (spaces and special characters are acceptable).

Address

State. Select the client's state or province from the drop-down list.

Consolidation

Master client. Mark this checkbox to set up this client as a master client. You can then consolidate data from multiple subsidiary clients into the master client record from the Actions > Consolidate Clients screen.

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