A Client/Customer is any individual, organization or household that uses your services or purchases your products.

Clients/Customers are first created as constituents in Argenta, then designated as a clients/customers. From the main menu on the left side of the screen, choose Constituents (CRM) > Clients/Customers.

 
 
This will bring you into your full list of active Clients/Customers. From here, click the “Add New” button.
 
 
This will bring up the Add A New Client/Customer by Designating A Constituent As A Client screen.
 
 
 
 
Here are the details you will need to provide:

After reviewing the information entered, click the “Add this Client/Customer” button to finish. The window will close and you'll find your new client/customer in the list.