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CFMWS - Create a new client

This article describes the procedure for creating a client for CFMWS professionals.

Written by Mathieu Gagné

From the Contacts tab:

  • Choose "+ Create client"

  • Click “Import from system"

  • Enter the customer's “Service number"

The account will be created automatically, but without an email address. You can then edit the customer record to add one.

💡 Make sure the email address is in the primary field so the customer can use it when logging in.

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