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Creating a new client/contact using the wizard

New client/contact’s personal details and responsibility are added using the Create Client/Contact Wizard (AO), the Create Client Wizard (AE), and the Create Contact Wizard (AE).

The information you enter in this window is transferred to the Client page > Main tab of the client and the Contact page > Main tab of the contact.

To open the wizard to create a new client or contact

There are a number of ways to open the wizard:

Select File > New > Client or Contact on the main menu.
Select Contacts > New > Client or Contact on the toolbar.
Click Create client on the Client or Find Clients page Tasks bar.
Click Create contact on the Contact or Find Contacts page Tasks bar.
Press [F4] on a Client/Contact or Find Clients/Find Contacts page.
Press [Ctrl + L] for Clients, or [Ctrl + O] for Contacts.

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Creating a new client/contact using the wizard

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Overview

Using Practice Manager

Clients and contacts

Employees

Suppliers

Assignments (AE)

Timesheets, disbursements
and expenses

Billing

Debtors

Bookkeeping

Other topics