Skip to content
logo Knowledgebase

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



Chat with support