Adding a Client

Prerequisites

• User must know the client's Optimiz display ID if the client is to be used in Optimiz. See Search for an Entity in Optimiz for additional information.
• The client must not already exist in Contract Manager. Perform a search for the client, and do not add a new client if any matching results are found.

Process

To Add a Client to Jaguar:

1. Perform a search for the client. If any matching results are found, consult a supervisor before adding a new client. See Search for a Client for details.
2. Click New.

3. Enter the Name of the client. This should match the name of the entity in Optimiz. For Customer entities, add "Customer" to the end of the client name.
4. Enter the Optimiz Display ID as the Reference number.
5. Select General for Principal role.
6. Select General for Class/group.
7. Select ProTrans for Parent.
8. Enter any other available information. All remaining fields are optional.
9. Click Save to create the client, or Cancel to discard.

Result

The client is created in Contract Manager.