Create and update a Client

Create a Client

1. Select Clients in the sidebar.
2. Select New Client.
3. Complete the required fields, then select Save Client.

Update Client details

1. Open the Client from the Clients list.
2. Select Edit Client.
3. Change the details, then select Save Client.

What happens next

Cheku opens the saved Client Details and makes the Client available for Contacts, Staff, Engagements, Documents, and Notes.

Related

• Add Contacts and Staff to a Client
• Create and update an Engagement