Overview

The "Quick Add a New Client" feature provides a fast and efficient way to create a new client profile in the system using only the minimum required information. This function is ideal for situations where a complete, detailed client profile is not immediately necessary, allowing you to capture essential details quickly and complete the full profile at a later time.

Video tutorial

• For a visual guide on how to add a client quickly, watch the video Link - https://www.youtube.com/watch?v=5_EE7nEGA0k

Prerequisites: Required Permissions

To use this feature, specific user permissions must be enabled by an administrator.

• Required Resource: Quick Add Client
• Description: This permission allows a user to access and use the "Quick Add a New Client" functionality.

To enable this permission, an administrator must navigate to Setup > Security > Roles, select the relevant user role, and activate the resource listed above.

How to Quick Add a New Client:

1. From the main menu, navigate to Client Administration.
2. Select the option Quick Add a New Client.
3. The "Quick Add" screen will open, presenting a form with a limited number of fields.
4. Fill in the client's essential details. Required fields are typically marked with an asterisk (*).
5. Once all necessary information is entered, click the Save or Finish button to create the new client record.