Difference between revisions of "New client"
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===Steps to search a client:=== | ===Steps to search a client:=== | ||
| − | * a.Type any client detail in the search box. The records will be filtered based on your search criteria. | + | * a. Type any client detail in the search box. The records will be filtered based on your search criteria. |
| − | * b.Click the +Policies button to open the client policies page | + | * b. Click the +Policies button to open the client policies page |
| + | |||
| + | [[File:Clientpolicies.png|400px|thumb|none|Clients Form]] | ||
Revision as of 13:23, 18 March 2020
Aims2018 processing begins with the client creation before further processing is done. If the client exists, then you simply search for the client in the system access the record to perform further processing.
Steps to create a client:
- a. Access the Client link on the sidebar menu.
- b. On the next screen click on the +Add Client button.
- c. On the next screen, the client creation form appears. Input the details of the client in the form. NB: All fields marked with red asterisk are mandatory and should not be left blank.
- d. Click on the Submit button at the end of the form to submit and create the client. A new client will be created with a unique client number.
Steps to search a client:
- a. Type any client detail in the search box. The records will be filtered based on your search criteria.
- b. Click the +Policies button to open the client policies page
