There are 2 ways to access the Add client page on the web:
1. Add a new client from the dashboard by clicking on the Add Client button.
2. Add a client by navigating to the Clients → Clients List module and clicking on the + icon in the top right corner.
In the pop-up window, you can insert all details about the client.
Client information
The left side of the pop-up consists of:
- Write a tag. By clicking it, you can create a new tag or choose (auto-complete option) an already existing one.
Tags help to filter clients in the Clients List section, along with other sections. When doing a tag search, the database will bring up all client profiles that have that tag associated with their profile.
Note that later, you can add a new tag to the client on the client's profile by filling it out in the Tag field. To delete an existing tag, click on the X sign.
- Link to Brand;
- Client Name;
- Client Type drop-down with Residential, Commercial, and Municipal values.
- Client Tax;
- The Billing address has an option to Find on map. When typing the address in the Billing Address section, the system will automatically suggest address options.
- By clicking the Find on Map button, the Google Maps pop-up appears;
- By clicking the expand button, the Address Details text field appears.
Contact information
In the Contact section, fill in:
- Title;
- Name;
- Phone. The Local number by default. Click the following icon to switch to Out of country number if needed, or click once again to turn back to Local number.
- Email.
Note that the Name field is automatically filled out from the Client name field. If you prefer to add another name, edit the Name section.
If you would like to add more contact information, click on the + icon, and a new contact tab will be added. To switch them, move the slider.
The recycle bin icon allows you to delete a contact tab. This icon will be unavailable if this contact is marked as primary (green star icon). To choose a primary contact, click on the star icon.
