Accessing the New Company Client Page;-

Select 'Clients' from the top navigation bar, this will automatically take you to the client bank.
Select 'Add Company Client' from the dropdown menu.
Complete the details and select 'Save'.

Note

You can associate 'Shareholders' and 'Directors' to company clients, however this needs to be completed from the relevant individual's occupation section.

Service Desk

New Company Client

Analytics

Accessing the New Company Client Page;-

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