There are 2 ways that clients can be added to Arithon:
- Add New Client button
- Navigate to the Client Screen by clicking the Clients button.
- Click the Add New button.
- All fields on the screen will be cleared.
- Now you can begin to enter in the appropriate details for the Client.
- Once you have completed filling in details for the "main section" of the Client screen, click the Save graphic button.
- A new Client Record will be created in the your system, with a unique Client ID associated with it.
- CSV Import
- The CSV import facility allows new clients to quickly and effectively import their existing clients into Arithon. For more information please see our knowledgebase article CSV Import Overview