To Create a New Client:

1.      Select Add New Client from the Client Function menu. The Add New Client page is displayed.

 
 

2.      Under  Provide Client Details section, enter your client's E-mail address in the E-mail field.

3.      Enter  password of the email address in the Password field.

4.      Enter  client's company name in the Company field.

5.      Enter  client's first name in the First Name field.

6.      Enter  client's second name in the Second Name field.

7.      Enter  client's existing address in the Address field.

8.      Enter  client's existing other address in the Address(2) field.

9.      Enter  client's existing phone number in the E-mail field.

10.  Enter  client's IM Username in the IM Username field.

11.  Select  the IM provider from the IM Provider drop-down list.

12.  Select  either Yes or No from the Client Area Access drop-down list. This gives an option whether you want the client to view the details or not.

13.  Custom  field is an optional field. 

14.  Enter  the notes for the added client in the Notes field.

15.   Click  Add Client. These details are added to the clients?€™ database of Manage Clients list.