Create Your First Client

In this guide we'll be going through the steps of creating a new client profile.

There are a couple of methods to follow when creating new client profiles

1. Input the client's basic information by completing a form.

2. Search companies house using the company registration number or registered business name.

To get started, navigate to Manage->Clients then press thebutton.

Manage Clients - New Client

You will be presented with the new client form.

New Client Form

1. Companies House Search

If you have the company registration number for the client you wish to add, you can enter it here then press the button to auto complete the form.

You can also search for a client using their registered business name.

Press thebutton to display the companies house search dialog.

Companies House Search Dialog

Enter a full or partial company name, then press the search button to retrieve the search results.

Companies House Search Results

Select the company from the list of search results to auto complete the form.

2. Address Search

Use the address search to quickly find and auto complete the address from fields.

3. Owner

All client's are assigned a KISREC user as the owner and defaults to the user who is creating the profile. Setting the owner here is not a permanent assignment, it can be changed at any time. The owner is used for filtering search results, it does not impose any restrictions for other users.

4. Industry

To assign an industry, select from the available items in the dropdown list.

You can assign multiple industries as shown here:

Assign One or More Industries

Press the icon to remove an assigned industry if needed.

5. Add Industry

If an industry is missing from the dropdown list, you can press the Add Industry button to add to the list.

Adding an industry is an administrative function. The add button will only be visible if your user account has been granted the Administrator permission.

Saving & Form Validation

All the mandatory form fields must be completed and contain valid data before the profile can be created.

The save button will be disabled if the form has any validation errors.

Here is an example where the phone number is not in the expected format and the email is missing:

Incorrect Phone Number & Missing Email

Press thebutton to create the new client profile.

You will then be taken to the full client profile where you can enrich the profile further and perform other functions such as adding client contacts, upload documents and more.