Contents - Index

Adding a Client Record

To Add a Client Record, do the following steps:
Select Maintain | Client from Menu or Press the Client button

When in Client Maintenance Screen

1. Select the branch where the new client be served.

2. Select the center where the new client shall be a member.

3. Click the New Record icon.

At this time, the client screen is now ready for data entry.

4. Start entering the data pertaining to the client using the Basic Data Folder screen. If the information on the spouse of the client and the classification of the client are available, enter the data using the Other Data Folder screen.

Warning: Start entering data for clients by selecting the appropriate Center and Group where the client belongs. If you are unable to do this, CommonCents shall assign the new client to the group which it highlights at the time when you are creating the new record.
5. Click the Save Record    icon.
You have now created a Client
6. Approve the client by clicking the Approve   Icon.