/
New Personal Clients
New Personal Clients
Accessing the New Personal Client Screen
- Select 'Clients' on the top navigation bar.
- Select 'New Client' on the bottom navigation bar.
Note
Fields marked with a red asterix such as Title, First name, Surname, Date of Birth are mandatory.
, multiple selections available,
Related content
New Company Client
New Company Client
More like this
Company Client Staff
Company Client Staff
More like this
Personal Client Overview
Personal Client Overview
More like this
Company Client Overview
Company Client Overview
More like this
Relationships Page (clients Overview)
Relationships Page (clients Overview)
More like this
Relationships Page
Relationships Page
More like this