The New Client function is used to add new
clients to the system. The client database is the basis of the system and as
such, many of G-E's functions are not available unless the client database
contains at least one client. Adding new clients to the system is the best place
to start after installing G-E.
To add a new client to the system, select Client from the
main Menu. From the client drop down menu, select New Client.
The New Client dialogue is
Fill in the client file fields as required. Move through the fields by either
clicking the fields with the mouse, pressing the Tab key or
pressing the underlined letter key while pressing and holding the
Alt key. (Hotkeys).
The field, Postal Name is used by G-E to address envelopes to
the client. G-E refers to this field when obtaining information to address the
envelope. Type the client's name here as you would like it to be printed on the
envelope. e.g. Dr. J Smith. If this field is left blank, G-E addresses the
envelope with the information found in the First Name and Surname/Company
dialogue also contains "Alternate Address" fields which
align with the "Unit No./Estate" field through to the
"Postcode" field. The Alternate Address can be used to
record a secondary address for the client where the client has a
postal address and a physical address.
G-E uses the address as entered in
the main fields to address envelopes not the Alternate Address
An "ABN" field is provided to record ABNs for your business
clients. If this field contains an ABN, the number is printed on invoices etc.
with the client details.
If you wish this client to be charged "Cost Price" for parts (your Mother in Law
maybe?), check the Cost Parts check box.
Checking the GST Exempt check box, exempts
this client from GST charges. This may be required in the future for government
departments and retired politicians.
If the client you are adding to the system has outstanding balances, select
Initial Account by clicking the Initial Account (Alt+I)
control. G-E displays the
Account dialogue. Enter the outstanding amounts into the corresponding
fields. If you record your client's fiscal year turnover, this figure may be
entered into the Turnover field. If you don't, G-E will
commence recording the turnover from the date of install.
When entering monetary figures into various fields throughout G-E, the
decimal point is automatically placed for you. Pressing the
Spacebar enters a ".00"
When you have entered the new client's information, save the file by either
pressing the Enter key or clicking Ok.
Clicking the Cancel control or
pressing the Esc key closes the dialogue without
saving the information.
Before G-E saves the file, it checks the client database for
a possible duplicate entry. If a current entry is found which could
be considered a duplicate, based on the information entered, G-E
will prompt you of the possible duplication and offer the opportunity
to view the client which G-E considers to be a possible duplicate.
View the Matching
Select the Notes control to open the
Notes dialogue. Any
text can be entered here to record details of phone conversations, discussions
etc you have had with the client and wish to keep.
Select the Ok control to save the text. Clicking the
Cancel control exits the notes dialogue without saving the