Add a client
- Open ☰ → CRM → Clients.
- Click
.
- In Basic details, fill in the UIC, the name and the language (required).
- Fill in Registered address and Contact address.
- Optionally fill in Additional information – serving office/department, responsible employee, price list.
- Click Save.
Description of all fields: “New client” dialog.
Next step: Add a client employee and grant access.