Create a New Client
Click “CRM” on the left side menu, then click “Clients “ enter the Client Module.
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Click on the "Add New Client" button below or blue “+Create New” and then “Client“ buttons above to create a new client record.
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3. On that form window, please fill the fields and click Save & Close button.
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Edit a Client
4. Once you saved a record, click “Open as a new tab” button or just double click on the selected record to edit.
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5. Click “Edit All” button.
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6. After editing, please click Save & Close button to save your edit.