Adding a client

You can use the Clients (alco_clients) table to add, modify, or deactivate the clients.

  1. Select Manage > Corporate Data.
  2. Select Client in the Data Type field .
  3. Specify this information:
    Name
    The name of the client.
    Code
    A code for the client.
    Status
    The status of the client. The status can be Active or Inactive.
  4. Click the Membership tab, if required, and add the data groups. See, Adding or removing data groups from a corporate date type.
  5. Specify an external key, if required. See, Creating an external key.
  6. Click Add to save the data.