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

If you're creating a client, you'll also need to complete:

• Step 6 — Defaults

• Step 7 — New clients’ assignments

Step 1 and Step 2 are the mandatory steps in the wizard.

On completion of Step 2, you can click Finish to save the new client with any details entered up to that point to create the initial client record. You can edit or add more information at a later stage from the 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.

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