Last modified by Megan Kahl on 2021/12/01 11:48

<
From version < 16.1 >
edited by Dominique Tricerri
on 2021/09/02 13:46
To version < 17.1 >
edited by Dominique Tricerri
on 2021/09/02 13:47
>
Change comment: There is no comment for this version

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12 12  [[image:Adding a new Client and Client Details_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
13 13  
14 14  
15 -(% style="break-before: page %)
16 16  (% class="box infomessage" %)
17 17  (((
17 +(% style="break-before: page" %)
18 +
19 +
18 18  (% style="text-align: center;" %)
19 -(% style="color: rgb(41, 128, 185); font-size: 20px" %)**Table of Contents**(%%)
21 +(% style="color:#2980b9; font-size:20px" %)**Table of Contents**(%%)
20 20  
21 21  
22 22  {{toc/}}
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24 24  
25 25  )))
26 26  
27 -(% style="break-before: page %)
29 +(% style="break-before: page" %)
28 28  The process of adding a new Client differs depending on whether a new Parent has just been created or whether a Parent exists with Clients already loaded.
29 29  
30 30  In this example, we have detailed the two scenarios i.e.:
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32 32  * Adding a new Client to a new Parent
33 33  * Adding a new Client to an existing Parent
34 34  
35 -
36 36  (% style="text-align: center;" %)
37 37  == (% style="color:#2980b9" %)**Adding a new Client to a new Parent**(%%) ==
38 38  
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51 51  (% style="text-align:center" %)
52 52  [[image:1630589432467-633.png]]
53 53  
54 -
55 +(% style="break-before: page %)
55 55  (% style="color:#2980b9" %)**Client Details**(%%) Complete all relevant information relating to the client. The Client Name, which appears i,e. “**Default Client Name**”, must be overridden here with the true Client Name.
56 56  
57 57  (% style="text-align:center" %)

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