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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.
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 such as [Ctrl+O] for new contact and [Ctrl+L] for new client.
Working with clients and contacts
Clients and contacts
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