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Add New Client - Client Essential Details
Use
You can enter and store here the details of your clients
Remember: To comply with the Data Protection Act 1998 you should seek the consent of all clients before you enter their personal data here. You should inform all those clients who do agree to having their personal data stored on our servers, exactly what data will be stored, and for what purposes it is stored. You should not enter any personal data relating to any client who has expressed an objection to having his/her data stored in our server.
In this screen, you will be entering the essential details of the Client
Path
Employer / Setup > Client Setup > Add New Client
Fields Available
Fields marked in red asterisks are mandatory.
Client Details
- Client Company Name: Enter here the client's company name.
- Client Company Code: Enter here the client's company code.
- Client's Address: Please enter the address correctly. At times we may need to send your sign in details to you by post.
- Town / City: Enter here the town or city name corresponding to the client's address.
- County: Enter here the county corresponding to the client's address.
- Post Code: Enter here the postcode pertaining to the client's address. Please enter the address and postcode correctly. At times we may need to send your sign in details to you by post.
- Country: From the drop down list, select the country in which the client resides.
- Client's E-Mail: Enter here the client's E-Mail address.
- Client's Tel. No.: Enter here the client's telephone number.
Client Contact Person Details
- Contact Person Surname: Enter here the client's contact person's surname.
- Contact Person Forename: Enter here the client's contact person's forename.
- Contact Person E-Mail: Enter here the client's contact person's E-mail address.
- Contact Person Tel. No.: Enter here the client's contact person's telephone number.
- Contact Person Mobile. No.: Enter here the client's contact person's mobile number.
Associated Tasks
- Save: If you are sure about all the entries and wish to continue, click on this button.
- Back: If you wish to exit this screen without saving the changes, click on this button.
Related Topics
None