New Client Wizard

To access this screen,

Go to Client | New

In Accounts Production,

Select the New Client Quicklaunch Toolbar option Standard or Simple

In Time and Fees,

Go to File | Client | New. Alternatively, from within the Client Browser select New.

 

This screen enables a new client to be added to the IRIS database or an existing client registered for use within the selected product.

 

The available options for adding a new client vary depending on how the new client screen has been accessed, the following is a list of all those variations. Select the appropriate link for more specialised assistance for each type: