Overview:
Capture all essential client details—from contact info to company data—in one go using the Add Client form.
Steps:
Go to Customer Management → Clients and click + Add Client.
Account Details
Salutation: Select (Mr/Ms/Dr/etc.)
*Client Name : Enter the primary contact’s name.
*Email : Provide their email (for portal invites & notifications).
Profile Picture: Upload a headshot (optional).
Country & Mobile: Choose country code and enter phone number.
Gender and Change Language: Set UI language preference.
Client Category / Sub Category: Select or click Add to create a new category.
Login Allowed? Toggle Yes if they need portal access.
Receive Email Notifications? Toggle Yes/No.
Company Details
Company Name * and Official Website
Tax Name and GST/VAT Number (for invoicing)
Office Phone Number, City, State, Postal Code
Company Address and Shipping Address
Note: Free‑form field for any extra context.
Click Save. Your new client appears in the list with Active status.
Tips & Best Practices:
Use a business email so clients receive portal invites and invoices.
Create meaningful categories (e.g., “Enterprise,” “SMB”) to segment later.
Limit required fields (marked *) to speed up onboarding—optional fields can be filled later.
Troubleshooting / FAQs:
Save button stays disabled: Make sure all required fields (Client Name, Email, Company Name) are filled.
Category/Sub Category not in list: Type the new name and click Add next to the dropdown.
Upload errors on profile picture: Ensure the file is under 5 MB and in JPG/PNG format.