Adding & Editing Clients¶

You can add new clients or edit existing client records through the client form. The form is the same for both operations.

Client Form Fields¶

Field	Required	Description
Client ID	No	A custom identifier you assign to the client
Last / Company Name	Yes	Client's last name or company name
First Name	No	Client's first name
Middle Name	No	Client's middle name
Address 1	No	Primary address line
Address 2	No	Secondary address line (apt, suite, etc.)
City	No	City
Country	No	Country
Telephone	No	Phone number
Email	No	Email address
ID Type	No	Type of identification document
ID Number	No	Identification document number

ID Types¶

The following identification types are available:

• Driver's License
• Passport
• Social Security
• Medical Benefits
• Voter's ID
• Other

Adding a New Client¶

1. From the Client List, click Add Client.
2. Fill in the required fields (at minimum, Last / Company Name).
3. Fill in any additional fields as needed.
4. Click Save.

Editing an Existing Client¶

1. From the Client List, click the Edit button on the client's row.
2. Modify the desired fields.
3. Click Save to apply your changes.

Validation¶

• Last / Company Name is the only required field. The form will not save without it.
• If validation fails, the form highlights the fields that need attention.

Canceling¶

Click Cancel to discard your changes and return to the client list.