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Add/Update Client Window
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Use the Add/Update Client window to create or view client information. As well as system and resource administrators, general users can create client records if System Settings allow it.
The Add button lets you add several clients without having to reopen the window for each one. Simply enter the new client and click the Add button. Then repeat the process for each new client.
GENERAL TAB
NOTES TAB
Include any special information about the client in this free-form text section. If Notes are present, the label of the Notes tab turns red.
COLORS TAB
System and Resource administrators only, can associate colors with a client. |