If you are adding a log entry for a new client, you have the ability to add a new client within that log entry window.
- When creating a log entry, you can click on Create a New Client, then enter the Client ID number that is associated with this client in your records
- Select the Check ID Availability to ensure this Client ID number does not already exist
- Please note if you attempt to create a new client with an ID that already exists, a warning will display
- If the client ID is not manually entered, a client ID will be automatically generated
- Enter in all the required fields and click Create
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