Add New Client

Create a new client record with contact information

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Client Information
Please provide a valid client name.
Contact Information
Please provide a valid email address.
Help & Guidelines
Required Information:
  • Client Name - Must be unique in the system
Optional Information:
  • Contact person details
  • Email and phone numbers
  • Physical address
  • Website and VAT number
  • Additional notes
Tips:
  • Fill in as much contact information as possible
  • Email format will be validated automatically
  • Use the notes field for special instructions
  • You can create contracts after saving the client
After Saving

Once you save this client, you'll be able to:

  • Create contracts for this client
  • View client details and statistics
  • Edit client information anytime
  • Export client data