Create A Client
1
Open Clients
Under Core Modules, select Clients.
2
Start a client record
Select Create Client.
3
Enter the details
Complete the fields shown in the client form.
4
Save the client
Finish the form to create the client record.
Find A Client
Use the search box and available filters at the top of Clients. Use the list or card view control to change how records are displayed. Select a client to open its details.Restore A Deleted Client
1
Open the deleted view
In Clients, change the record view to the deleted records view.
2
Choose a client
Select the client you want to bring back.
3
Restore the record
Select Restore.
The fields and actions available on a client depend on your workspace data model and permissions.