Overview

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Accountants Enterprise only

The Create Client Wizard / Create Contact Wizard is your starting point to add a client to the database. The steps involved in adding a new client or contact are:

Step 1 — Personal details and responsibility
Step 2 — Extra details
Step 3 — Address details
Step 4 — Note details
Step 5 — Associated contacts
(Creating Clients only) Step 6 — Defaults
(Creating Clients only) Step 7 — New clients’ assignments

Step 1 and Step 2 are the mandatory steps in the wizard. On completion of Step 2, click Finish to save the new client with any details entered up to that point. This creates the initial client record. Additional information can be added or edited at a later stage on the individual tabs of the Client / Contact page.

All clients created using the wizard can be searched for, opened and worked on at any time outside the wizard in the usual way.

Cancel the client creation at any time in the wizard by clicking Cancel. While adding a new client, you can modify information in previous steps by clicking Back.

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When working through the Create Client Wizard, you cannot leave the current step until the mandatory fields are completed. A warning icon is displayed beside the mandatory fields. Complete these fields, then click Next to proceed.

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Versions Compared

Old Version 3

New Version 4

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Overview

Using Practice Manager

Clients and contacts

Employees

Suppliers

Assignments (AE)

Timesheets, disbursements
and expenses

Billing

Debtors

Bookkeeping

Other topics