Uptick

Using the side navigation bar, click People → Clients.

1. Using the side navigation bar, click People → Clients.

To create a new Client ‘Create Client’ to view the screen displayed below.

The red asterisk indicates required fields. Enter a Name, additional information and then ‘Save Client’.

1. To create a new Client ‘Create Client’ to view the screen displayed below.
2. The red asterisk indicates required fields. Enter a Name, additional information and then ‘Save Client’.

Create a new Client

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