Creating clients / entities

Creating new clients can be managed in two ways, depending on what best suits your business processes.

• Creating entities through CRM
• Creating entities as part of a workflow

Creating Entities through CRM

• New entities can be created through Create > Entities > select the relevant entity type
• A user then needs to enter relevant information about the entity before saving and going to the Client Record to enter additional details
• Information can be copied to a partner/spouse to avoid the need for double entry

Creating Entities through Workflows

• Entities can also be created at the same time as assigning a workflow
• Useful when used as part of a 'New Client' or 'Onboarding' Process workflow
• Select on Create > CRM > Assign Workflow

• Select the relevant workflow you wish to assign to the new entity that will be created

• Select on Workflow for New Client

• You will then be prompted to select the entity type as well as entering in basic information about the client that is required (at a minimum) to create an entity in the system