Views:

Navigate to the Client menu tile from the Mercury sitemap

Click New in the ribbon


Complete the Mandatory fields which are marked by a red asterisk (*)

 

 

We suggest you give each Client address a Name e.g. 'Headquarters'. This will help identify multiple client sites relating to one record.

 

 

The more fields you fill in, the easier it will be to fully utilize this record in future.

When you're finished, click Save and Close.

The New Client record is now created