Adding a New Client

Overview

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 right in your account.

2. Add a client by navigating to the Clients → Clients List module and clicking on the + icon in the right upper corner.

In the pop-up window, the user can insert all details about the client.

Client information

The left side of the pop-up consists:

• Write tag. By clicking it, the user can create a new tag or choose (auto-complete option) the already existed 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 the user can add a new tag to the client on 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 with 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 a 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 the user prefers to add another name, edit the Name section.

If the user would like to add more contact information, click on the + icon.

A new contact tab will be added. To switch them move the slider.

The recycle bin icon allows the user to delete a contact tab. This icon will be unavailable if this contact marked as primary (green colored star icon).

To choose the contact as primary click the star icon to become it green colored.