New customer registration

In the program for accounting loans, the list of clients is located in the block "Modules" - "Organization" - "Clients" . In this module, you can register a new or find an old client. Adding is done using the "Add" command in the context menu, invoked by right-clicking.

• "Category" - Name of the customer category to group;
• "Name" - Client name;
• "Date of birth" - client's date of birth;
• "Mobile" - contact for communication (mobile phone);
• "Landline" - other contacts for communication (phone numbers);
• "Email" - contacts for communication (e-mail);
• "Document" - document for registration (identity card or other document);
• "Address" - client's residence address;
• "Identifier" - client Identifier;
• "Consent to the newsletter" - consent to the newsletter.

See also in the program settings

• Client categories
• Search for a customer by the first letters of a name or phone number
• New customer registration
• Load customer photo from file
• Types of documents