How to…
Creating an Organisation Client
FAQs » Pre Sales FAQs » Creating an Organisation Client
- Go to Client > organisation from the top toolbar
- Click on New record
- Complete the Details tab with information with regards to your organisation client – Please note the field names highlighted are green are mandatory
- Client Reference is automatically created as a default by the software but you can amend settings to manually create them yourself. This is done through the Administration section
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