View Create Client
Table of Contents
Creating a Client
Getting Started
Go to the left side toolbar in BrightMove, and select the small plus sign next to the Clients option. The expanded Client menu will be displayed.
Creating a New Client
Click on the small plus sign directly to the left of the word Clients on the left side tool bar. From the expanded Client menu select “Create”. The “Create Client” screen will now be displayed.
Fill in the appropriate information on the Client screen. Once you are satisfied with the entry, click the “Submit” button. The Client will now be saved in the BrightMove database.
Importing a vCard
A vCard is a standard file format used for personal data exchange, specifically electronic business cards. vCards are most often sent as attachments to email messages. Normally they contain information such as name, address, email address, phone numbers, and sometimes logos and photographs.
To import the vCard of a Client Contact, go to the Client Profile Page. Scroll down to the “Contacts” section. Select the “import vCard” option. The Import vCard screen will be displayed.
You will see a field that says “Choose vCard File” with a button to the right that says “browse”. Click on the “browse” button, and select the vCard file that you would like to import. Next, click the “Submit” key at the bottom of the Import vCard screen. The vCard is now stored as Contact.