To create a new client and save their details, follow these steps:
Click the "New" button next to the Client title or click the "+" sign and choose "Client."
Select the client's type. If the client is a person, select "Individual".
Provide all the required quick details.
Click the "Create Client" button to save the individual's information.
After clicking the "Create Client" button, the new client will be successfully created, and you will be redirected to the client's profile page. From there, you can access and manage all the saved details and information related to that specific client.
To delete a client, follow these steps:
Click the more options icon on Client's Profile page.
Select Delete.
Click OK to confirm the delete action you've made.
After clicking the "OK" button, the intended client will be successfully deleted.
By following these steps, you can easily add and save client details for both individuals and companies in FastVisa.