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Creating clients in Sage Timeslips

Created on  | Last modified on 

Summary

How do I create a new Client in Sage Timeslips

Resolution

  1. Select Names, Client Info
  2. Click the Yellow Plus (+) on the toolbar
  3. Enter the desired Nickname 1 and Nickname 2 (optional)
  4. Select a template from the Set up this record to match fields from: list
    • If you have templates set up, you can choose to use default settings from the template
  5. Click Apply defaults
  6. Enter or edit information as needed
  7. Click Save



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