Create new client

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Create new client

Click on the "Create new client" button in the main dialog to enter new client data:

new-client-add

These fields are available:

new-client-details

Client name:

Enter your client name here.

Client number:

The client number will appear on your reports

Active:

If your client is "Active" it will be listed in the client list. Otherwise you need to filter for inactive clients.

Telephone:

Enter the phone number of your client here.

Email:

If you want to send emails directly to your client, enter it here.

Contact:

Your contact person.

Address:

The address of your client.  

Comment:

Enter a comment for your client here. This comment will also appear in the client list.

 

User field:

User defined fields are only active when the synchronization is activated between XTMobile and XTPro for Windows.