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clients [2023/04/29 03:28] – link to aad sso wrongechoclients [2023/10/29 02:55] – Added initial blurb on how to create 1st client record (incomplete) nicholaschancj
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 ====== Clients ====== ====== Clients ======
  
-Each customer that you provide IT services for is considered to be a client within ITFlow. +Each customer that you provide IT services for is considered to be a client within ITFlow. This is the first order of business in creating and populating your clients into your ITFlow installation. 
 + 
 +**Instructions in creating your first client record** 
 +  - From the sidebar, select "Client Management". 
 +  - In the "Client Management" screen, click on the "+ New Client" button on the top right. 
 +  - A pop up window will appear with 5 tabs. Do fill the fields up accordingly. 
 +  - Do note that the "Location" and "Contact" tabs will be used to create a separate Location and Contact; after creating the Client record, you have to edit the Location and Contact details separately within the Client record itself as they cannot be edited in the Client Edit (3 button) pop-up screen.
  
 {{::clients.png?600|}} {{::clients.png?600|}}