Creating a Client

Users with the appropriate permission can create a new client from the Clients module.

When creating a client, you can provide the following information:

• Company Name — The name of the client or organization.
• Contact Person Name — The primary contact person for the client.
• Email — The client’s email address.
• Phone — The client’s contact number.
• Address (Optional) — The client’s primary address.
• Billing Address (Optional) — The address used for billing purposes.
• Notes (Optional) — Additional information about the client.
• Client Since — The date the client relationship began.

The Client Since date is automatically set to the current date when the client is created.

After entering the required information, save the client to create the record.

Next Steps

After creating a client, open their Client Details page to review their information and associated events.