Add Client

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This screen allows you to either Add a new client or Edit the details of a client you have already highlighted on the View Client screen.

 

The first thing to note is that not all details have to be recorded. All that is required is a Surname/Last Name although the more information that you enter clearly the more help the system will be to you.

 

There is a quick way of adding a client by using Quick Add via the View Client screen.

 

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