Adding Corporate Clients

To add a new corporate client, enter the Clients module and click on   at the top of the page. Select ‘Corporate’ from the Client type field.

The only critical field is the ‘Company Name’, however we would also recommend that the ‘Adviser’ field is completed. The personal name fields can be used to enter the name of the person letters will normally be addressed to. Ensure that the Postal address tab is completed in full.