Home My Tickets
Welcome
Login
Solution home Product Help Administration

Clients - Adding and Maintaining


If you choose to add or edit a client, you can then enter data over several forms. Process each one by clicking its link at the top of the screen.

NOTE:
If your Administrator has created the client record, a lot of this information will be present. However, you can add further details here.


 

More:

Client General details

Client Notes

Client Contacts

Client Account Details

Client Projects

Client Security Groups


M
Marek is the author of this solution article.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.

Related Articles

    KeyedIn
    • About Us
    • Email
    Help Desk Software by Freshdesk

    Theme by Breezy Themes

    Article views count