Adding a new Client

You can add a new Client to Translation Office 3000 database either by adding a completely new Client record or by copying the existing one (this option can be useful if you need to keep the finance records of one client in different currencies, different from your Base Currency, for example).

Below all ways of adding a new Client to TO3000 database are described.

To create a new Client record:

For this click on the Client icon from the Navigation panel and switch to the Main tab:

or click menu Navigation > Client > Main.

The general view of the Client window:

2. Click New Client button and fill the fields of the New Client window.

See Also: New Client window.

To create a new Client record via copying the existing one:

1. Select the record you want to copy from the Clients list:

Note: If the Client list is very long and the name of the current client is not displayed, you may enter the first letters of the Client name into Starts with: field. Or you can select Contains from the drop-down list above the Clients list and enter the letters the required Client Name contains:

2. Click Clone button.

3. Check the details you want to copy selecting the corresponding options of the Clone Client window:

Click OK to save changes or click Cancel to discard.

The new Client will appear in the Clients list in the left part of the Client window and you will be able to view/change its profile on the Client profile tab on the right.

You can also create a completely new or copy the existing Client record from the Project window, when creating a new Project.

To create a new Client record when adding a new Project:

1. Open the Project window and switch to the Main tab.

2. Click New Project button.

3. When the Select Client window appears click New Client or Clone button.

4. Fill the fields of the New Client window or specify the necessary options in the Clone Client window.

See Also: Changing Clients profile details.