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The New Client Wizard is designed to streamline the process of entering a new client into TFS.

  1. From the File menu, select New then Client (Or press the F8 key.). The Create/Select New Client prompt will appear.
  2. Click the Yes button to create a new client that will be based on an entity that is NOT already established in TFS.

OR
Click the No button to create a client based on an entity already established in TFS. The Search dialog will be displayed allowing you to search for an entity already in the system.
OR
Click the Cancel button to cancel the process.

The New Client dialog will be displayed


The Create a New Client Wizard Involves the Following Steps

To Finalise Creating a New Client

Click the Finish button. The New Client dialog will close and the user will be taken to the Client Overview screen.




 






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