The easiest way to add customers
to you system is to simply refer them to your website
so that they can sign-up online.
However, sometime you may need to enter a client who
does not have internet access manually.
At the top of the screen mouse over the "Users"
tab.
Select "Clients" from the drop down menu.
Client List
On the " Client List" screen click on the
new button.
This will bring you to the "Client Edit" screen.
Client Edit Screen
Fill in the required information for your client. (Name,
Address, Phone, Fax, Email, ect..)
Select how you wish to have background checks reports
from the "Dispatch methods" Email, Fax, or
None.
If "Dispatch Only Full Results" is clicked
then no reports will be sent until all searches in the
background check are completed.
If this is not clicked then an updated report will be
sent as searches are completed.
If your customer is local set the tax rate.
Make sure that you click the "Active" box
to activate the customer and select if they will be
a Invoiced or Credit Card customer.
Click the Save Icon.
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