Make sure you have reviewed all the previous modules prior to starting this section. Please note that since you are working on a web application, do not forget to save the form frequently and before each main step on the screen
Go to the Client space and click onto the green Plus icon
Enter the client name.
You can add a client logo file.
Let’s add one contact, click on the “add contact” icon on the right of the contact area. Enter last name, first name and details. If you want to set this person as the main contact, click on the grey star, and you will see the contact appear on the top.
You can fill all the company detail, in the Address section.
At a start, let’s say you want to apply the standard rate card for this client, to do so click on “Standard” on the “RATE” area. , To create a specific rate card, click on the radio button for Rate Card.
For accounting purposes, you may want to add some production unit, channels for broadcaster and digital platform, and production manager.
We will cover that in another tutorial.
The last tab to fill in is the “Other” where we define some default settings such as the language, the currency, Tax rate and the accounting code to export.
This marks the completion of this module. Please save all your data and settings prior to exiting.
You are now ready to go to the next module on how to add new staff