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ENTERING CLIENTS INTO THE SYSTEM

There are two ways of entering clients into the system.

• Importing a file containing client details
• Creating the clients one by one as new clients in the system

IMPORTING A FILE

You can create a CSV file using some other tool (e.g. Microsoft^® Excel, or via export from some other tool).  Assuming the file is properly formatted you can then import this file into Baslogue^® and it will create a new client for every record in the file.

See Importing Client File for further details.

ENTERING NEW CLIENTS

You may create new clients one by one, by using the Client Dialog.  You do this by selecting the New Client button available on the Clients Tab of the main window of the application.

Related Topics  

• Client Dialog
• Importing Client File
  
• Main Window - Clients Tab
  

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