There are two ways of creating a new client record in Projetex:
A — Using New... menu. To create a client record, on New... menu click Client command, and follow the steps of New Client Wizard. This option may not be available for some of the users due to access rights limitations.
B — Creating a new client on the Main tab of Client window. To create a client record, follow the steps below:
| 1. | Click New Client button above the Client list on the Main tab of Client window. |
| 2. | Choose New Client Wizard or Quick Creation option. If you chose New Client Wizard option, follow all the steps of it to create a new client. If you chose Quick Creation option, fill the following fields: |
| • | Enter a name of the client in Name text field. |
| • | Enter a code for the client record in Code text field (12 symbols maximum) or click AUTO button to generate the code automatically (it will usually contain the first letters of Name in this case). |
| • | Select Client Currency using the corresponding drop-down list. |
| • | Click OK to confirm or Cancel to discard the entered information. |
