The "Profile" tab contains basic client information such as contact information.

 

For details on adding and managing relations, see Tab - Relation / Client

 

Add a new client

 

1.Open a "Client” window.

2.Click on the icon (Insert), to switch to input mode.

3.Complete the field "Name", enter a short name, if needed.

4.The fields "Corporate status" and "Client no." are optional.

5.Make sure to select one of these two options depending on the type of client.

6.Select the language using the choice list.

7.Click on the icon (Save). A "PRIM ID" number will be automatically generated by the system.

 

 

8.Move under the "Contact information" tab

9.Select the area in which you want to add or edit information.

10.Edit the information, and then click to save or , to ignore the modification.

 

For details on the properties, see Allocation of properties

 

Edition windows of the sub-tab "Contact information"