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

Adding Clients

  1. Details
    1. Import from Outlook
    2. Import from QuickBooks
    3. New Button
    4. Client from Contact
  2. Site Map for Clients/Contacts/Vendors
  3. Full Site Map

Details

 

There are various ways that you can add Clients to your SIX database.

Import from Outlook

 

File:SIX_Guide/009_Clients_and_Contacts/Clients/Adding_Clients/import_from_outlook.jpg

 

You can import multiple Clients at one time from Outlook. Click here for details.

Import from QuickBooks

 

File:SIX_Guide/009_Clients_and_Contacts/Clients/Adding_Clients/import_from_quickbooks.jpg

 

You can import multiple Clients at one time from QuickBooks. Click here for details.

New Button

 

new client button.jpg

 

You can add a Client "from scratch" via the New button. Click here for details.

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