If you have been granted the necessary level of system access, you can add clients to the system and make changes to existing client records.
A client record is organised into the following areas:
The screen also contains the following buttons:
Here you can provide details such as contact, business and billing information.
Here you can access customisable fields that enable you to facilitate analysis of the client database.
Analysis Groups and Codes are explained in the Client Analysis topic.
Here you can add or edit details of directors, shareholders and shareholding.