clients_table SoilDx Labcore

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Adding a new Client, updating their contact information, and changing their "Active" status.

On the dashboard scroll down to the Edit Clients, Farms and Fields

 

Start by selecting the Add New Client box.
This will direct you to the Add a New Client window.

You must first select whether the new client is an individual or a company.  Fill in First-Middle-Last if it is an individual and company name if applicable. 
All other Phone, Email and Address are important fields to be entered, some are required. Select SUBMIT
Please fill out correctly, future updates will allow bulk emailing directly from the website and straightaway the email address will allow you to invite your client to the website to view his
orders and uploads. [see Invite Client] 

 

 

 

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