How to Add Client in Client Management 925Worksuite ERP 0 0

Overview

This guide explains how to add a new client in the Client Management module of 925Worksuite ERP. Adding a client allows you to manage customer records, assign projects, and enable communication within the system.

Steps

1. Go to the Clients module from the dashboard
2. Click on Add Client
3. Enter basic client details:
   • Client Name
   • Email Address
   • Country
   • Mobile Number
   • Gender
   • Language Preference
4. Configure client settings:
   • Enable or disable Email Notifications
   • Set Login Access (if client should access the system)
   • Select the appropriate Workspace/System
5. Click on Company Details
6. Enter additional information:
   • Company Address
   • Shipping Address
   • Notes (optional)
7. Click Save

Expected Result

The new client will be successfully created and available in the Clients module for project assignment, communication, and record management.

Common Errors

• Missing required fields (e.g., name or email)
• Invalid email format
• Duplicate client entry
• Login access is enabled without proper configuration
• Incomplete company details

FAQs

1. Can I add a client without an email address?
No, a valid email is typically required for proper communication and record management.

2. Can clients log into the system?
Yes, if Login Access is enabled during setup.

3. Can I edit client details after saving?
Yes, client information can be updated anytime from the Clients module.

4. What happens if I disable email notifications?
The client will not receive system-generated email updates.

5. Can I add multiple clients at once?
No, this process is for adding a single client. Bulk upload requires a different feature.

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