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Add/Edit or Delete a Client

 
 
You can add new clients, change the details of existing clients or delete clients from the list of you desire.
 
 
 
Click on one of the three buttons in the left hand Client Information section. For this page we will assume you are adding a new client.
 
A new window will appear asking for the client information.
 
 
Enter the client information as appropriate. You must allocate the client to a staff member, and you can also add keywords for search purposes. It may be something like a business name or a company name related to the client. The choice is yours.
 
Click on the save button to add the client to your database. Once added, you can edit their record, or delete it if there is no related information added to other files.
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