The Client Administration module contains all the functions you need to create, find, and manage your client profiles. Each function is designed for a specific task, from quickly adding a new individual to searching the existing database.

Key Functions and How to Access Them

Below are the primary functions available within this module and the navigation path for each.

To Perform This Action...	Navigate To...	Documentation
Create a Standard Client	Client Administration > Add New Client	New Client
Quickly Add a Client	Client Administration > Quick Add a New Client	Quick Add
Add a Business Client	Client Administration > Add a New Business Client	Business Client
Add a Client via Credit Bureau	Client Administration > Add New Client > Do Bureau Enquiry	Credit Bureau Enquiry
Search for an Existing Client	Client Administration > Search for an Existing Client	Existing Client

Important Note on Required Fields

Throughout the Client Administration screens, please be aware that any field highlighted in yellow and marked with a red asterisk ( * ) is a required field. You must enter valid information in these fields before you can proceed or save your work.