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

New Button



  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:




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


addresses tab new client.jpg



  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.



Create as Client


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



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.




  1. When finished, click the [Save and Close] button.
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