bau24 documentation

Add a client

  1. Open ☰ → CRM → Clients.
  2. Click Add.
  3. In Basic details, fill in the UIC, the name and the language (required).
  4. Fill in Registered address and Contact address.
  5. Optionally fill in Additional information – serving office/department, responsible employee, price list.
  6. Click Save.

Description of all fields: “New client” dialog.

Next step: Add a client employee and grant access.