Overview
This article explains how to create a new client record in the HostedSuite system. Adding clients allows administrators to manage their business information, associated centers, extensions, and other communication settings.
Steps to Add a New Client
1. Go to the Clients Section
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From the left navigation panel, go to Organization → Clients.
2. Click “New Client”
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On the top-right corner of the Clients page, click New Client.
This will open the New Client form.
3. Enter Client Details
Fill in the required and optional fields under the General tab:
| Field | Description |
|---|---|
| Name | Enter the client’s full name or company name. |
| Center | Select the associated Center from the dropdown. |
| Contract | Choose the applicable Contract record. |
| Industry | Specify the client’s industry category. |
| Dedicated Outbound Extension | Assign a specific extension number for outbound calls. |
| Dedicated Outbound Extension (SMS) | (Optional) Set a dedicated outbound number for SMS communication. |
| Dedicated Outbound Extension Transfers | Define a specific extension used for transfers. |
| Use Original Caller ID on Transfer | Enable this to keep the caller’s original ID when a call is transferred (for supported systems). |
| Disable "Send to all contacts" option in forms | Restricts form submission to individual contacts only. |
| Fax | Enter the client’s fax number (if applicable). |
| Greeting | Add a short greeting message for the client (used for call routing or reception display). |
| Location | Specify the physical or business address of the client. |
| Category | Assign a predefined Category to organize the client within the system. |
4. Save the Client Record
Once all required information is filled in, click Save at the bottom of the form.
Tips
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Make sure that Centers, Contracts, and Industries are already configured in the system before adding a new client.
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Assigning dedicated extensions helps track call routing and performance per client.
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Adding a Greeting helps reception staff and call operators identify clients faster.