Once you've added a client, in order to add services and jobs, you first need to add some practice management details.
- From the Clients menu, select Clients list.
- Change the client list view to either Active clients or a custom view that includes all relevant clients.
- On the General tab, select Client from the State list.
- From the Type list, select the type of business such as Limited company.
The services and jobs available for selection later are based on this choice.
- From the Account Manager list, select who will manage this client.
- Select Save. A client take-on is automatically created so that you can choose what services you will offer this client. Complete client take on forms