Add New Individual

The Add New Individual wizard has several pages for you to complete. Some of the information must be entered before the wizard can be completed e.g.- the client's Forename, but other information about the client can be entered at a later time using the client's Main Details window.

The wizard will tell you which details must be completed. Also, the Help pages below list the information which must be entered preceded by a '!'.

Select the Next > button to begin when you have finished reading the on-screen information.