Planit:Add a Client
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The “Add Client” function is the link you would use to add a client who has not yet been entered into the database. This link is found under the “Selection” section in the navigation menu. After you click this link the software will launch the Personal Information screen where you can begin to enter data for a new client. The screen flow for data entry will be based on the Client Data Entry level you are set to when you click on “Add Client”.
TIP: When you click on the “Add Client” link the system will launch the add using the process flow you have selected. You will find out more on the “Process Flows” in the following pages of this manual.