Managing Clients

Manage your list of clients from within the client management area.

• In order to view/manage client data, you must granted access to do so.
• You can prevent users from accessing the records of clients that they are not responsible for.

Creating a new client

1. Navigate to the 'Clients' area using the system menu.
2. Click/press the 'New' button in the top left.
3. Fill out the basic client details.
4. Click/press 'Save & Close'.

Updating an existing client

1. Navigate to the 'Clients' area using the system menu.
2. Use the search to find the client that you wish to update.
3. Click/press the 'Manage' button.
   • You can use the one in the right hand panel or the one in the list.
4. Once the client record is loaded go to the 'Details' tab and click/press 'Edit'.
5. Make the required changes.
6. Click/press the 'Save & Close' button.

Deleting a client

1. Navigate to the 'Clients' area using the system menu.
2. Use the search to find the client that you wish to delete.
3. Click/press the down arrow next to the 'Manage' button.
   • You can use the on in right hand panel or the one in the list.
4. When prompted, click/press the 'Delete' button on the confirmation dialog.