Manually Add a New Client

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The video below shows how to manually add a client, and is followed by step-by-step instructions with screen shots.

Click on the Clients page on the top navigation menu.

Clients link in eCourtDate application

Once on the Clients page, fill in the Add a Client form and click the Add Client button.

No fields are required when first creating a client. You may fill in as many or as few fields as you like. You will have the option of adding additional information to the client entry at any time from the client's page once the client has been created.

Add client form in eCourtDate application

The newly created client will show up in the client grid on your page.

Clients grid in eCourtDate application

To edit the new client, click on the client as shown in the image above. You will then be redirected to the client's personal page where you will be able to make your edits.

Clients page in eCourtDate application