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Accountants Office

New client/contact’s personal details and responsibility are added using the Create Client/Contact Wizard.

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 Client/Create Contact wizard
  1. From within 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 or Client. 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 Contacts tabs or, by using keyboard shortcuts [Ctrl+O] for new contact and [Ctrl+L] for new client.