Click Finish after you have added information for all mandatory fields and other known information for the new client/contact. The client/contact is saved and the wizard closes. The Add Assignment message opens.
Click Yes. The Add Assignment wizard opens at Step 1 Create Assignment for Client/Contact.
To open the Add Assignment Wizard from the Job Manager homepage (Practice Manager)
Click Jobs on the toolbar. The Job Manager opens.
Click Click here to add a new job on the empty first row of the Job Sheet table. The Add Assignment wizard opens at Step 1 — Create Assignment for Client/Contact.
Click Click here to add new... on the empty first row of the table under the Code column. The Add Assignment wizard opens on Step 1 — Create Assignment for Client.