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If all you need to do is enter a new client, click New
Client (or Ctrl+N) from any hub. This launches the Client
Wizard to take you step-by-step
through entering a new client into your database. Begin the entry of information.
After each page, click Next to
advance through the Client Wizard. See Client Reference for more detailed information.
You can customize the wizard for your studio by using the Wizard
Builder tool. You may want to eliminate or add pages to the wizard,
change what the message says on each page, or adjust other options. Go
to Tools > Design Tools > Wizard Builder.
When entering information in the wizards, you’ll find that the software automatically capitalizes the
first letter and un-capitalizes the rest of the letters. For example,
if you type “sara johnson,” the software will change it to
“Sara Johnson” when you tab to the next field. If you
do not want the capitalization changed, press the F3
key instead of the tab key when moving to the next field. For
example, if you don’t want “John McDonald” changed to
“John Mcdonald,” press the F3 key to move to the next field.
Advanced users may disable the Client Wizard and create new clients using a blank client record. Refer to Creating a Client. To disable the ClientWizard, go to Maintenance
> Preferences > User
Preferences.
