Create Clients
Last updated
Last updated
In this article you will see how to register clients in Simple-C and also how to edit or delete them.
The system allows you to register personal and business accounts, taking into account that a business is always associated with people, the first record you must make is personnel. After this, the system will allow you to edit information or delete any record you have made.
For this reason, we will divide the article into Part 4 parts, like this:
Part 1. Registration of a personal client.
Part 2. Registration of a business client.
Part 3. Editing customer data.
Part 4. Disposal of clients.
Enter the platform app.simple-c.net with your password and password.
To register a personal client follow these steps:
Once on the dashboard, click on the link “ Clients ” located in the options bar on the left.
Click on the green button “ Add New ”
4.In the type option, unfold and select the personal option.
Fill in the information requested on the form. If it is the first customer record on the platform, you will leave the marital status option undetermined (No husband)
6.Press save to register your first personal client.
From the second customer record, you can link one person to another through their marital status. For this, the husband or wife must be previously registered and you can select their name from the drop-down list.
You can select and link the name of your client's husband or wife once you have completed a second registration corresponding to that of the couple.
Now, we will create a business client.
Click on the “ Clients ” option located on the left side of the dashboard.
Click on the green button “ Add New ”
Unfold the type option, and select “ business ”.
Select the name of the business owner. This name will appear in the drop-down menu if you have entered your data as explained in part 1 of this article.
Write the business name, check the option “ Simple C ” and in Simple C type select “ Schedule C ”.
6. Manually enter the requested data in the form. Remember that the mandatory data is marked with an asterisk and the rest are optional.
7. Click the “ Save ” button to save.
Done, the business associated with your people already appears
The platform also allows you to edit anyone's information, for example, if your client's phone number has changed, you can replace it. For this, follow these steps:
Click on the “ Clients ” option located on the left side of the dashboard.
Locate the customer's name and click the “ edit ” option on the right side of the record
3. In the section below, you can enter comments for your own customer control and management.
Click the “ Update ” button to save the changes
To delete customer records, follow these steps:
Click on the “ Clients ” option located on the left side of the screen.
Locate the name of the client you want to delete and click on the “ Delete ” option on the right side of the record
Confirm that you want to delete.
the client was already eliminated.
Continue reading more tutorials to learn more and welcome to our platform.
