Creating clients

Top Previous Next

There are two ways of creating a new client record in Projetex 7.0:

A — Using New Client Wizard. To create a client record, click menu New... > Client, and follow the steps of New Client Wizard.

B — Creating a new client on the Main tab of Client window. To create a client record, please follow the steps below:

1. Click New Client button above the Client list on the Client window > Main tab.

2. Fill the fields of the New Client window:

•	Enter the name of the client in the Name text field.

•	Enter the code for the client record in the Code text field (12 symbols maximum) or click AUTO button 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. See also: Multi-Currency Support

•	Click OK to confirm or Cancel to discard the entered information.