Who can create a client?
Any user that is signed into the system can create a new client - including both at Dealer and Practice Level logins.
How do I create a new entity?
A new entity can be created in two ways:
1. Select on Create > Entities > Select relevant entity type > Fact Find (the Fact Find is the data entry form in Client Manager that allows you to enter information about the new entity - you can set up custom Fact Finds if desired
2. Select on Create > CRM > Assign Workflow > Select relevant workflow > Workflow for New Client
At a minimum, when creating a new client you will need a First Name, Last Name and DOB.
If you have any questions, please email our support team at firstname.lastname@example.org