The first time that you access the Clients page, the page displays a message indicating that you have not created any Clients. Creating a Client also involves linking the Client record with a Signature customer.

Sub-topics:

Viewing Clients

1. Choose the HOME  icon.
2. Choose the CLIENTS   icon from the left navigation pane.
3. On the Clients page, all clients display.
4. To find a specific client, use the Search field at the top of the page. 
5. Choose the ellipsis button  to the right of the Client and then choose Manage Client.
6. The Client information is displayed.

Creating a Client

1. Choose the HOME  icon.
2. Choose the CLIENTS   icon from the left navigation pane.
3. On the Clients page, choose the Add  icon on the lower right.
4. Enter the following:
   • Client Name
   • Address
5. For a Signature Customer, choose the Client's Customer ID that is used in Signature.
6. Choose CREATE.

Editing a Client

1. Choose the HOME  icon.
2. Choose the CLIENTS   icon from the left navigation pane.
3. On the Clients page, choose the ellipsis button  to the right of the Client.
4. Choose Manage Client.
5. Choose the ellipsis button  to the far right of the Client name and then choose Edit Client.

Deleting a Client

1. Choose the HOME icon.
2. Choose the CLIENTS  icon from the left navigation pane.
3. On the Clients page, choose the ellipsis button  to the right of the Client.
4. Choose Delete Client.
5. Choose Confirm in the message that displays
   .