Add a client

For convenience and flexibility, allows you to add a client while you are creating a new lead, job, quote or estimate.

If you just want to create a client at any other time, see Create a client from scratch.

The Add Client dialog does not prompt for Tax and Company, or Billing details for the new client. These details must be added later. See Edit a client for a overview of steps required and see Create a client from scratch for details of the data fields.

Open the Add Client dialog

For information on how to get to the Add Client dialog, select the task you are completing.

• Creating a new lead
  1. In the Business menu, select Leads > + Create New Lead.
  2. On the New Lead screen under the General section, click the Client dropdown list.
  3. Click + Add.

• Creating a new job
  1. In the Jobs menu, select Jobs > + Create New Job.
  2. On the New Job screen under the General section, click the Client dropdown list.
  3. Click + Add Client.

• Creating a new quote or estimate
  1. In the Business menu, select Quotes.
  2. On the Quotes screen, select + Create New Quote.
  3. On the New Quote screen under the General section, click the Client dropdown list.
  4. Click + Add Client.

Add a new client

To add a new client:

1. In the Add Client dialog, provide the following information, as required.

   Field	Description
   General
   Name	The full name of the client. For example: Archway Business Contracts Limited.
   Client Manager	The staff member who acts as account manager for this client.
   Job Manager	The staff member who acts as job manager on jobs for this client.
   Business Structure	(Premium only) The business structure of the client organisation such as company, partnership or individual. Configured in > General > Client Settings > Business Structure.
   Client Type	This field can be selected only if you have already created one or more client types A client type is a named set of payment terms, used to ensure consistency across your client base. For example, you might set up two client types: Premium, with a markup rate of 30% and payment terms of by 20th of next month, and Standard, with a markup rate of 40% and payment terms of within 7 days. When you add a new client, you can then allocate Premium or Standard payment terms, as required. . Configured in > General > Client Settings > Client Type.
   Contact Details
   Phone	Generic contact phone number for the client rather than for a specific contact person.
   Fax
   Email	Primary email address for this client – other email addresses can be assigned to specific contacts in the client manager.
   Referral Source	The way that the client heard about your organisation, such as a Google search, for example. For further details, see the Referral Source help topic.
   Website
   Billing Address Look up	Physical address. matches the street/apartment number and street name progressively as you type. Type your client's physical street address. If a full matching address is displayed, select it from the dropdown list. The remaining address fields are populated automatically. If there is no matching address, click into the Street Address field. Type the Street Address and complete the remaining address fields manually, as required.
   Street Address
   Town/City
   State/Region
   Postal/Zip Code
   Country	Type the start of the required country name to scroll directly to the country.
   Postal address same as billing address	Deselect this checkbox to display the postal address data fields. The postal address data field names are the same as for physical address.

2. Save your changes.