video1.0<iframe src="https://www.loom.com/embed/a2ac8c85f58d4cf2a4fe33346e184dba" frameborder="0" width="1852" height="1389" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>13891852Loomhttps://www.loom.com13891852https://cdn.loom.com/sessions/thumbnails/a2ac8c85f58d4cf2a4fe33346e184dba-dab803c5bf3866cf.gif175.45In this video, I walk you through the process of adding a client in our system. I cover everything from entering the client's name and code to assigning a Sales Person and selecting a Sales Tax Code. Remember, the client code is crucial and cannot be edited once saved, so choose wisely! I also explain how to make a client inactive if needed. Please follow along and make sure to save your information once you're done.