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To enter or change clients details click on insert. The first step is establishing the Client
Type.
The Client Type selection enables you to choose what type of client you are entering. Select
the appropriate type for the client you are recording then click OK. “Non-Client” us used
where you want to show the names of people who aren’t clients in Trips run lists, e.g an
second driver for long haul bus trips.
Below is the first of the eight pages for entering client information.
See the tabs for the eight pages. You are able to go from page to page by simply clicking
on 1 to 8 or using the keystrokes Alt-1 ... Alt-8.
Enter the client’s Personal Details, their title, given names, family name, preferred name,
date of birth and sex. If you do not have their exact date of birth, you can enter an estimated
date and select Date of Birth is an Estimate.
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