This article shows how to setup new clients within Insight
Add Client
**Before you add a Client, it's good to practice to search for them in the system using 'Client Lookup' to ensure they don't already exist.**
- Click on Cases and select Client in the Maintenance section
- Click on Add in the Client section
- Select Individual or Organisation
- Enter the client Family Name; this will automatically populate the Ref Chars' for your client
**The only required field for a Person is 'Family Name' and for an Organisation is 'Name'**
Add Address
- Click on 'Add' in the Addresses section
- Select the Address Type from the drop down list and enter the Clients details manually or using the look up function
Add Contact Details
- Click on Add in the Contact Methods section
- Select the contact details you wish to add from the dropdown list
Conflict Check
- Once your client's details have been entered, you can run a conflict check by clicking on "Add" in the Conflict Checks section
- If you are happy with the details which are being checked, click on "Run Searches" and wait for your result to appear
- A pop up box will confirm if there are any conflicts, click OK to continue
If you are happy with the results, remember to accept the results and then click Accept Results to add your client to the system.
**Remember to click save every time you add or change details to your client record. **