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Creating And Editing Clients

Creating Clients

Creating a new client allows you to add a single Client to CentreCRM. If you wish to add multiple Clients, you should consider importing Clients.
  1. Navigate to the Clients tab
  2. Click Add Client
  3. Fill out the desired information
  4. Click Save
The only required field is the Client Name, all other fields are optional.

In addition to the standard fields that we provide, you can also create Custom Client Fields, which can be used when you need to store custom information against each Client.

Editing Clients

  1. Navigate to the Clients tab
  2. View the Client you wish to edit
  3. Click Edit
  4. Change the desired information
  5. Click Save

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