How to add a new client in Aura

A client should be added in for every prospect, customer, and supplier.

1. Click the Person Icon to open up the Client List, then click Add.
   
   
   
2. Enter at a minimum the mandatory fields (Type and Surname).
3. Enter as many client details as possible.
4. If the client is a business, ensure you enter the ABN and tick GST registered.
5. Click Save.