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Clients, Entering & Saving Clients

Individual Clients

To create a new individual client (see below for Business Clients) starting from Durell’s Main Menu…

Business Clients

Enter business clients exactly like individual ones except without any of the questions about title, sex, home phone, etc, as shown below.

Entering the Address/es

Automatic Saving

In general you don’t have to worry about saving data, as the system will automatically detect when changes occur and prompt you, but you can click the “Floppy Disk” button on the toolbar to explicitly save, if you so wish.

Creation Details

To confirm when a client record was created, and by whom, click the “Signpost” button, then select “Creation details”, as shown below.