A Client can be added to the system by clicking on the Clients button, and selecting Add Client, on the F1 Analytics tab on the ribbon.
The Add Client Form will appear, and the user can enter information about the client.
- Last Name or Business Name: allows user to capture individuals or businesses as clients.
- Street Address: includes apartment #, suite #, building #, etc.
- State: uses a drop down list to ensure entries are consistent.
After entering all information, click on Submit to add the Client to the system.
One (1) field is required when adding a client: Last Name or Business Name. Users must include a value for this field before the client can be saved in the system.