Adding Client Details - Nimbus Basic only

Use this process to manually add a new Client Entity to your Nimbus Basic account.

Watch the Video:

Whenever a new client is created, Client folders for upload and download are automatically created and linked to the Client in the Client Grid. The default names for these two folders are:

From Client
To Client

Step-by-step guide - Add Client Details

From the Client Grid, perform the following:

Click the New Client icon on the Toolbar
Add the details for the new Client, ensuring you add a Client Code and a Name (this is the Entity Name)
Add any Custom Fields as required
Click the Update button to save your changes

Field	Description

Field	Description
Client Code	Must be unique - these identify the Client entity
Name	Enter the Clients Name
Entity Type	This field will store and remember previously entered text. For example, if you enter Company, Nimbus will remember this as a key word and will prompt the word the next time you type anything that starts with “C”. This allows you to build key words for your Entity Types.
Responsibility	Again this field will remember previously entered text. Enter the staff member responsible for this client.
Group Name	This field is used if you require your Clients to view other Client Folders via the Client Portal, which belong to the same group. The Group code must be added to all members of the Group. Grouping is covered in detail in the Nimbus Secure Client Portal Administration course.
Phone	Enter the main contact phone number.
Fax	Enter the fax number.
ABN/ACN	ABN or CAN numbers are entered here.
Postal	Enter the postal address.
Notifications	Select the staff member who will receive email notifications from this Client. Leave as the Default Employee if you wish for the system administrator to receive these emails. Email notifications are sent to this employee when this client uploads files through the Client Portal, or starts a conversation about a file.
Active	Is this an Active Client?

Step-by-step guide - Add Contact Details

Click the Contact tab and perform the following:

Add the details for the new Contact, ensuring you a First Name, Surname and email address (these are the only mandatory fields).
Click the Update button to save your changes

Field	Description

Field	Description
First Name	Enter the persons First Name
Surname	Enter persons Surname
Email	Enter their email address. All notifications will be sent through to this email address. This includes when you upload files to Nimbus, or add a comment to start a file conversation. It is also the initial login code for the Contact when they login into the Client Portal.
Salutation	Enter the name that you would generally call them by. This can be used in your email templates, and could be say Tom, if the persons First name is Thomas.
Phone	Enter the main contact phone number.
Mobile	Enter their mobile. This mobile can then be used to send SMS alerts.
Home Address	Enter their home address
Notes	Other useful information for this person.
Date of Birth	Enter their Date of Birth
Allow Notifications	Keep this option selected if you wish to send email notifications to this contact via Nimbus.
Portal Access	Select on, if you require this client to have access to the Client Portal. Deselect this option if you wish to remove access to the Client Portal.
Allow SMS Notifications	Enable this option if you wish to send SMS notifications for each email that is sent to the Contact.