Add clients

Add a new client record in Consult and complete its profile.

This guide explains how to add a new client in Consult.

Permissions required

Only users with the Manage Clients permission as part of their role can access this feature.

Note: If you can access Manage > Clients in the top navigation, you already have the required permissions.

Add a new client

To add a new client:

1. From the navbar, go to Manage > Clients. The clients overview page displays all existing clients.
2. Click New client in the top-right corner of the page.
3. Complete the form with the following information:
   • Name: The client’s name.
   • Account Lead: The responsible account lead, selected from the dropdown.
   • Payment Terms: The default payment term.
   • Client Code: A short code identifier for the client.
   • Any fields your administrator has added for clients, under Custom Fields, and any contact fields under Contacts, with one heading per contact. Those marked with * must be completed.
4. Click Create to add the client.

You are redirected to the client’s profile page, where you can update additional details if needed. Click the pencil icon on the client overview to edit its details, including its custom fields and contacts, and save the changes.

Note: Custom fields are set up under Admin Settings > Custom Fields. See custom fields.