Once you've added a client, in order to add services and jobs, you first need to add some practice management details.
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From the Clients menu, select Clients list then find and open the required client.
If any of the entries are greyed out and you cannot select them, this is a restricted client — the client record has been set to Private and you do not have access. Contact your IRIS Elements administrator if you believe this is a mistake.
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On the General tab, select Client from the State list.
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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.
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From the Account Manager list, select who will manage this client.
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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