Clients and companies

Add clients, directors, contacts and company groups.

• How do I add a client?Open Clients, click Add Entity, type the client’s name and save. The name is the only detail you must give. You can add the rest later.
• How do I complete a client’s profile?Open the client, then use its tabs to add directors, contacts, bank accounts and auditors. Use the Edit button to change the client’s own details.
• How do I link companies in a group?Open the client, go to the Corporate Group tab and click Add Relationships. Choose holding, subsidiary or associate, then pick the other company.
• How do I edit or end a director’s appointment?Open the client’s Directors tab. Use the row menu to edit the person, change the appointment details, or cease the appointment. Nothing is deleted.