Navigate to the Client Management binder.
To create a client:
1. Click on the Client Management binder and you will be presented with the following screen.
2. Click on the in the Add New Client Profile section of the page.
3. you will be presented with the Create Client Profile page.
4. Complete all the mandatory fields in the page.
- You must complete at least one contact field in the mandatory section
- You can either enter the date of birth directly or click on the and enter the date from the calendar pop up.
- As you progress through the form relevant fields will be added and redundant fields removed
- If the client has a spouse it is mandatory to enter their name. This will make creating a Will for their spouse simple.
- if you see you have entered an invalid email address. Just double check the address to ensure it's valid.
5. Once you have entered all your client's details click the 'Update' button to create the client. You will then be presented with a dialogue box that informs you if you have been successful
or a list of fields that have not been completed:
If you are presented with this then close the dialogue box and update the client details.