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Clients - Create
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Add Client
Create a client and (optionally) set a primary location & contact.
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Client Basics
Client Name
*
Client Code
Status
New
Prospect
Active
On Hold
Inactive
Archived
TIN
Notes
Primary Location (optional)
Label
Address Line 1
Address Line 2
Barangay
Country
State/Province
City
ZIP Code
Client Email (primary)
Client Phone (primary)
Mobile
Landline
Fax
Other
Primary Contact (optional)
Salutation
First Name
Last Name
Position/Title
Department
Contact Email (primary)
Contact Phone (primary)
Mobile
Landline
Fax
Other
Save Client
Cancel
Tips
Only
Client Name
is required.
Primary Location/Contact are optional — add them now or later.
Status logs automatically record “Client created”.