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If all you need to do is enter a new client, click New Client (or Ctrl+N) from any hub. This launches the Client Wizard to take you step-by-step through entering a new client into your database. Begin the entry of information. After each page, click Next to advance through the Client Wizard. See the “Features of Client Records” for more detailed information.
You can customize the wizard for your studio by using the Wizard Builder tool. You may want to eliminate or add pages to the wizard, change what the message says on each page, or adjust other options. Go to Tools > Wizard Builder.
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HERE'S A FLASH FOR YOU!
When entering information into the Spectra wizards, you'll find that Spectra automatically capitalizes the first letter and un-capitalizes the rest of the letters. For example, if you type "sara johnson," Spectra will change it to "Sara Johnson" when you tab to the next field. If you do not want Spectra to change the capitalization, press the F3 key instead of the tab key when moving to the next field. For example, if you don't want "John McDonald" changed to "John Mcdonald," press the F3 key to move to the next field. |
Client Wizard
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HERE'S A FLASH FOR YOU!
Advanced users may choose to create a new client directly from the Clients hub or a blank client record. To disable the Client Wizard, go to Maintenance > Preferences > User Preferences. |
