Set up a Client


Create a client to store customer details, such as name, address, and contact details. If the client is already created for an existing customer, you can skip this step.

To set up a client, complete the following steps:

  1. Log in to rCloud.
  2. Click the Accounts tab (Clients is the default selection).


  3. Click ADD CLIENT.

  4. Enter the name of the client (required) and any other of the optional fields you wish to populate.


  5. Click SAVE.

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