Clients are to be used whenever you want to associate a matter, invoice, receipt or trust account transaction. Each client record is linked to either an organization or contact record and is automatically assigned a unique client code.
Create A Client
Step 1: Select Clients > New client
Create a new client by clicking on Clients > New client and ensure you click the Submit and open button once you have completed the form
Step 2: Select Party Type
Select whether your new Client is an Organization or a Contact using the Party type selection box.
The system defaults to use a Party type of Organization, if your firm largely deals with private individuals this can be updated via Setup > Settings.
Step 3: Select Existing / Add New
At this stage you can choose whether to select an existing Organization or Contact record to convert to a Client or if you would like to create a new record.
For example if you already have an Organization or Contact in the system as a prospect you would use the Select existing option, if this is the first time you are using the system its likely you will want to use the Add new option.
Step 4: Enter Client Details
Enter in the following information to create a new Client record:
If the Client you are creating is an Organization you will see the following fields:
If the Client you are creating is a Contact you will see the following fields:
Step 4: Submit and Open
Click the Submit and open button located in the bottom right hand corner of the form.
The Client overview page will then be displayed on screen.