Home > SI 2017 Documentation > User Guide > People > Clients > Adding Clients > Create Client from Contact

Create Client from Contact

Table of contents

Steps

 

  1. Open the Contact Explorer:

 

 

  1. Select the Contact in the Contact Explorer and click the [Create as Client] button:

 

Client from Contact.png

 

  1. The New Client form will open:

 

New Client.png

 

  1. Make any edits and Save.
Last modified
15:51, 25 Jan 2017

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