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 Create Create Client/Create Contact wizard:

1. From within AE/AO click on the drop-down arrow underneath the Contacts icon.
2. From the drop-down menu, choose New then click the type of contact you wish to create (Contact, Client, Employee or (AE) Supplier). The Create Client/Contact wizard appears with the Main tab open by default.
   

Once you're familiar with the software, you'll find many different ways of accessing the Create Client/Contact Wizard. For example, you may choose to create a client/contact from the Find Clients / Find Contactstabs or, using keyboard shortcuts [Ctrl+O] for new contact and [Ctrl+L] for new client.