Go to the “Clients” menu, then click the + button located at the top right of the window.
Select whether the client is an individual or a company by choosing the appropriate type from the drop-down list.
Individual
If the client is an individual, you must fill in the following information:
The first name, last name, and address are mandatory fields.
If any of these fields are missing, the client record cannot be saved.
Company
If the client is a company, you must complete the following fields:
The company name, the contact’s first and last name, and the address are mandatory.
In the “Address” field, you will see an intelligent address suggestion based on the information you start typing.
The address is used to enable geolocation features and allows clients to be displayed on a map.
Once the client record has been saved, you can quickly find your client by typing their name into the search bar, for example.
