New Integrated Client

When you are creating a new company, person or partnership client with integration enabled (enabled via the Integration menu to the bottom-left of the screen), the new record is automatically linked to the central list and is available in other Digita applications.

Create new clients in the central client list, as follows:

1. Attempt to find the client you are entering, to ensure they don't already exist in your database. If they exist already, you may need to associate them with the related client record in the central list.
2. To create a new client record select File | New and choose the appropriate template for your client.
3. The relevant Select dialog appears.
   1. If the required client exists in the central list you can highlight it and click OK.
   2. If the required client is not listed, create a new client in the central list as follows:
      1. Click New Contact/New Client.
      2. Complete the New Client dialog and save any changes.
      3. The new client is added to the list. It is now also available for other Digita applications.
      4. Highlight the client and click OK.
4. The New Client dialog is displayed .
5. Enter the Start date and End date and click OK.

If integration is not enabled you will need to follow the steps outlined in the New Entity help topic to create your client record.