To create a new client:
- Click the New Client link
- Enter the client name in the Client Name field
- Click the Save button such that the new client’s detail form will be launched
- Enter the required information and click the Save button to save the information
Note: The Opening Date field is showing the current date. The date can be modified by clicking in the field and selecting the desired date from that calendar. The specified date will automatically get displayed in this field.