Creating Clients

1. From the SmartSolve Portal Page, click the Home tab.
2. In the Setup and Policy section, click Setup.
3. In the Organization Unit section, click Client.
   Result: The Clients window is displayed.
4. Click Action > Add.
   Result: The Client entry window is displayed.

5. Enter the code for and name of the new client.
6. Enter or zoom to select the code of the unit head. Enter DEFAULT if this field is not needed.

NOTE: The unit head is the actor(employee) in your organization who is responsible for this client, such as the supplier quality engineer if the client is a supplier. This field is required because it may later be used for escalation.

7. Enter a notification email list.

NOTE: This is imperative for SmartComplaint™ and Complaint Management eMDR submissions. This is also important for sending the Supplier Rating report in the Supplier Quality Management solution.

8. Enter the address information for the client.
9. Click the Org Unit Type drop down button and select the type of client. If Supplier is selected in this field, then specify whether or not the client will be using the Supplier Portal.

NOTE: For information on configuration, see Org Unit Types.

10. Click the Save button.
    Result: The new client has been added and the Client Detail is displayed.

See Also

Clients

Creating Client Contacts