Senec BackOffice uses a client centric approach, meaning that almost everything in the system revolves around the client.  Thus the first step is to create your first client.

Creating your first client

• Click on Add New Client to open the client creation form, where you will be able to enter all necessary details and customize the client’s profile according to your preferences.

• Take a look at the other optional fields, they are self explanatory, or little information popups is provided where necessary.

• There are 4 tabs. These are split into:
  • General – The basic information
  • Numbers – the clients registration details
  • People – the main people in the company that will work with the client
  • Notes – the general notes about the client.

• Click the big Add button at the bottom to save the client.

Now you will be able to work with the client.