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Help > Client Profile > New Client > Adding a New Client
Adding a New Client

When adding a new Client, you need to capture certain information. This includes all of the normal information you would expect to find on a Client Profile. For example:

§  First Name/Surname

§  Date of Birth

§  Marital Status

§  All Contact Details

In the screenshot above, the green pane on the left is the section where you will capture this basic information.