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Navigate to the Dashboard in Client Records using the switcher

Fill in the client’s details in the form provided 

1. The details that are mandatory to add will depend on your organisation's settings

Click Finish to save the information

1. Navigate to the Dashboard in Client Records using the switcher 
2. Click Add client
3. Fill in the client’s details in the form provided 
 1. The details that are mandatory to add will depend on your organisation's settings
4. Click Finish to save the information

NOTE: Only add a new client once you've checked they don't already exist.

Adding and inviting a new client

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Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

To add a new client: