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Home>Help Articles>How to add a New Client?

Common troubleshooting topics:

Create Account,Install FieldPie App,Plan Your Visit,Import Clients
  • Getting Started
  • Client Management
  • Users Management
    • Authorities
    • Users Tracking
  • Using FieldPie
    • Product Management
    • Purchase Orders
    • Custom Forms
    • Notes & Reminders / Alerts
    • Reporting & Analysis
    • Visits
    • Photos
    • Feeds & Messages
    • Online / Offline Using
    • Payments
    • Import / Export
  • Integrations
  • Getting Started
  • Client Management
  • Users Management
    • Authorities
    • Users Tracking
  • Using FieldPie
    • Product Management
    • Purchase Orders
    • Custom Forms
    • Notes & Reminders / Alerts
    • Reporting & Analysis
    • Visits
    • Photos
    • Feeds & Messages
    • Online / Offline Using
    • Payments
    • Import / Export
  • Integrations

Other Web Contents

How to plan a visit from the Clients screen ?
What are the Client Categories?
How to edit the Client ?
How to see the client’s location on the map?
How to filter from the Clients screen?
How to add a new avatar to the client?
How to edit the Client Tags?
How to add notes to the client?
How to edit Client Information collectively?
How to edit the Client States?
How to edit the Client Categories?
How to view the Client on the Dashboard screen?
How to Manage Table Columns of the Client List?
How to see Multiple Clients on the map?
How to add Custom Field to Client Information?

Other Mobile Contents

How to use the Navigation?
How to filter the Clients?
How to access the Client Information?
How to add New Clients?
How to edit the Client Information?

How to add a New Client?

1- Click the Clients button from the menu after logging in to FieldPie.

2- Click on the New Clientsbutton at the top right.

3- Fill in the necessary areas in the drop-down screen. (see: How to add Custom Field to Client Information?)

4- Click the SAVE button to complete the process of adding clients.

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