Home > SI 2015 Documentation > User Guide > People > Clients > Adding Clients > New Button

New Button

SI_2015_logoset-1 - small.png

Steps

 

  1. In the Client Explorer, click the [New] button:

 

New Client Button.png

 

  1. The New Client form will open. On the General tab, type in any relevant information:

 

New Client form.png

 

  1. On the Addresses tab, click the New button enter any relevant addresses for the Client:

 

New Client Address.png

Contacts

 

  1. On the Contacts tab, enter any Contacts you want to be associated with the Client.

New Options

 

You can choose to add a new Contact "from Scratch", add an existing Contact, or import Contacts from Outlook.

 

New Client Contact.png

Create as Client

 

This option will create a Contact based off of the Client.

 

New Create as Client.png

Set as Primary

 

Once you've added a Contact or multiple Contacts, you can set one as the Primary Contact. The Primary Contact is added to SI 2015 Projects automatically when a Client is selected for a Project.

 

New Set as Primary.png

 

  1. When finished, click the [Save and Close] button.
Last modified
16:39, 9 Jul 2015

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