Adding new client records in LASSO can be done in two primary ways: through the Client Directory or during the creation of a new event. Here’s a step-by-step guide to help you through both methods.
Method 1: Adding Clients via the Client Directory
Navigate to the Client Directory:
Go to the Administration menu.
Select Client Directory from the dropdown list.
Create a New Client Record:
Click the New button to start adding a new client.
Enter the Client Name
You can also add optional information such as:
Contacts: Include multiple individuals with their respective contact information and roles.
Addresses: Add multiple addresses for the client.
Tax-Exempt Status: Set whether the client is tax-exempt.
Default Payment Terms: Define the default payment terms for the client.
Specific Billable Rates: Enter billable rates for specific positions if they differ from your standard rates.
Store Additional Information:
Use the client record to store internal documents and notes about the client.
Method 2: Adding Clients During Event Creation
Create a New Event:
Start by creating a new event and entering the basic information.
Add a New Client:
Look for the Client field in the event details.
Click the small blue plus sign next to the client field.
This will open a window where you can add a new client entry directly into your client directory.
Complete the Client Information:
Enter the Client Name and select the Country.
Add any additional details as needed, such as contacts, addresses, tax-exempt status, default payment terms, and specific billable rates.
Save the Client Record:
Once you’ve entered all the necessary information, save the client record.
The client will now be added to your client directory and can be selected for the event.