This dialog is available by pressing the "Add..." or "Edit..." buttons from within the Client List Dialog. Use this dialog to enter personal and contact information for the client. You can also record notes on each client, and assign an associated sub-portfolio, or even a completely different portfolio file. This associated sub-portfolio is utilized for the batch print/email or to quickly go to that client's holdings from within the client list dialog. The e-mail addresses entered here will also be available from within the Send By Email Dialog, and used for batch emailing. Each client can optionally be assigned their own Mobile/Web account.
In addition to manually entering client information, you can also import client data.