Add a New Client Record

Use the Client Info Center to create new client records. Each client record must have a unique identifier.

If Ajera CRM detects possible duplicate records during this procedure, the Potential Duplicate Records Found dialog box displays. This dialog box lists any existing record that already has the identifier that you are trying to use for a new record.

To add a new client record, complete the following steps:

1. From the Ajera CRM Navigation menu, click Info Center > Clients.
2. Click New and select New Client to open a new client record.
3. In the Number field on the Client Info Center form, enter a unique identifier.

   If you configure Ajera CRM to use the automatic numbering feature, you cannot enter a number in this field. Instead, [AUTONUMBER] displays in this field.

4. In the Name field, enter a unique name for the client.
5. Specify the remaining client information on the tabs of the Client Info Center form.
6. Click Save.