Basket

How to…

Creating an Individual Client

FAQs » Pre Sales FAQs » Creating an Individual Client

This section of PM Solution holds the data of all your private clients and their associated Individuals and Organisations. For example; Sole Traders, Directors, Partners, Spouses etc. Please see below for further guidance:

  • Go to Client > Individual from the top menu
  • Click on New record
  • Complete the Details tab with information relating to your private client
 How To…  
Total 0 Votes:
0

Tell us how can we improve this post?

+ = Verify Human or Spambot ?

 How To…  
Total 0 Votes:
0

Tell us how can we improve this post?

+ = Verify Human or Spambot ?

Call Now ButtonCall Now