portalchatapi / data /Add client.txt
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Need to add a new client? Just follow these steps:
Go to the menu and select Client > Add Client.
Fill in the Client Information form:
Name – Enter the client’s company or individual name.
Location – Mention the city or region the client is based in.
Address – Provide the full address for better records.
Select the Type:
Choose IT if the client is tech-related.
Choose NON IT for non-tech clients.
(Optional) Enter a Sub Account name if applicable.
Set the Agreement Start Date – When the business agreement begins.
Set the Agreement End Date – When the agreement ends.
(Optional) Upload a client logo or image by clicking Choose File.
Once everything is filled out, click the Save button .
Your client has been added successfully!