Home > SIX 2013 Documentation > User Guide > Clients, Contacts, and Vendors > Clients > Adding Clients > New Button

New Button

Steps

 

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

 

new client button.jpg

 

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

 

File:SIX_Guide/009_Clients_and_Contacts/Clients/Adding_Clients/New_Button/general_tab_new_client.jpg

 

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

 

addresses tab new client.jpg

Contacts

 

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

New Options

 

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

 

File:SIX_Guide/009_Clients_and_Contacts/Clients/Adding_Clients/New_Button/contacts_tab_new_button.jpg

Create as Client

 

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

 

File:SIX_Guide/009_Clients_and_Contacts/Clients/Adding_Clients/New_Button/contacts_tab_create_as_client.jpg

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 SIX Projects automatically when a Client is selected for a Project.

 

File:SIX_Guide/009_Clients_and_Contacts/Clients/Adding_Clients/New_Button/contacts_tab_set_as_primarty.jpg

 

  1. When finished, click the [Save and Close] button.
Last modified
12:54, 18 Apr 2014

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