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After clicking on New Client, you will be presented with an entry form. Only the items with an asterisk are required; however, the more you enter into the system, the easier the client will be to manage.
Name and Email
Required items include a Name and Email. Additional fields on the entry form are optional for adding clients to the system.
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Additionally, you can configure the type of client by using the Type drop-down menu. The client types is helpful in identifying the client in the system and can be configured as a corporation, translation agency, freelance translator, etc. Each is denoted in the client screen by a specific icon.
Separate Billing Address
Creating a Login
