Create Clients

Use the Jobs List submodule to create clients.

To use the Jobs List submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To create a client:

  1. On the main toolbar, click Jobs .
  2. On the side toolbar, click Jobs List.
  3. Click Further options and select Create new client.
  4. In the Add New Client dialog box, enter or use the corresponding drop-down lists to select the applicable basic and job settings for the client that you want to create.
  5. Click OK.
    WorkBook opens the client card of the client that you created.