Download HELP!Desk Evaluation Guide

Adding a Client
Accessed from the Client menu (Add) and the Select Client window.
While you are not required to link calls or inventory to individual clients, you will probably want
to in almost all circumstances. If your customers pay for support or service contracts, you will
definitely want to add them to the system.
Add is used to add a new client record. When this option is selected, the Client Window will
open, allowing you to add the new client information.
Field Descriptions
Default Field Label
20
Description
Name
Client’s last name followed by first name.
Client Type
The client type. Valid entries are I for internal
clients, E for external clients. This field
affects how information is displayed and
reported, so it must be filled with “I” or “E”.
Title
Job title.
Emp #
Employee number. This is an informational field
and not used for searches.
Company
Company or organization name.
HELP!Desk for Windows Evaluation Guide
How to...