To create a new Client or Prospect record in Projetex:
1. Click the New Client/New Prospect button above the Client/Prospect list on the Main tab of the Client/Prospect window.
2. Fill the following fields:
Enter the client's name in the Name text field.
Enter a code for the client record in the Code text field (12 symbols maximum) or wait for the program to generate the code automatically (it will usually contain the first letters of the Name in this case).
Select the Client Currency using the corresponding drop-down list.
Click OK to confirm or Cancel to discard the entered information.
3. Click the appropriate buttons in the client or prospect profile to enter the Postal Address, Project Managers (Client only), Contact Info, Web links, Payment terms, VAT number, Invoicing policy, Next Codes (Client only), FTP connections and General Information.
See also:
Converting Between Prospect and Client