Adding a clients service providers

This article shows you how to add a service provider to a client.

1. Select Client \ Services.
2. Click on the service that you wish to add.
3. Do a search to see if the entity already exists.
4. Click on the New button.
5. Select Yes to create a new entity.

The new Entity dialogue will then be displayed.

When you have entered all of the details click OK and the service provider will be added. You can then add contacts for the new service provider.

1. Ensure you have the entity, whom you want to create the contact for, selected and click on the bottom section of the screen.
2. Click on the New button.
3. Click on Yes to create a new entity.

When you have finished adding the contact entity you will see it in the contacts section. You can repeat this process as required.