6 – Clients

The purpose of this page is to provide a listing of clients and their contact information.

New clients can be added by using the [Add new client] link that is located at the top of the page.

There are 3 Sections of interest:

1 – Heading

2 – Add New Client

3 – Main Body

Figure 6 - Clients

 

6.1 – Heading

The heading identifies the page that you are on.

6.2 – Add New Client

Provides a facility to create a new client.

This link will take you to a data entry page that will allow you to enter the details for a new client.

Note – Only unique clients should be created.

6.3 – Main Body

Provides a tabular overview of all clients of the business, and their contact details.

There are 3 Sections of interest:

1 – Client’s Name

2 – Client’s Contact E-mail

6.3.1 – Client’s Name

Provides access to modify client information.

Click the link to be taken to the client record page for the selected client.

6.3.2 – Client’s Contact E-mail

Provides a facility to e-mail the primary contact.

Click the link to launch you e-mail program.

Note – Please make sure that the e-mail program for your browser has been set up correctly.