Evox Support Centre

Creating the client record 

Create the basic client record:  

1. Go to the Maintenance tab  
2. Click on the Client List link under Global Settings  
3. You may want to search to make sure your client doesn’t already exist before adding them
   
4. To create a new client, click the Create button  
5. Complete the pop-up that appears with the fields below:  
   1. Name is the client’s company name  
   2. Address and Post Code should hold their main postal address  
   3. VAT Location should be set to UK (assuming all your clients are UK-based)  
   4. Phone Number should be the main telephone line for your client    
   5. Click the Save button to create the new client 
      

This will bring up a full client record.  From there you can add any information that you like to any of the tabs, but there are a few fields that we’d recommend populating for basic functionality:  

1. Click the Edit button at the bottom right of the screen  
2. On the Details tab, set the following information if you have it:  
   1. Payment Terms should be the number of days payment terms agreed with that client  
3. On the Contacts tab, use the Create button to add contact details for any specific people you work with  
   1. Name should be completed – all other fields are optional, but obviously the more, the better! 
      
4. Hit the Save button once you’ve edited any tabs that you’re interested in.