Seaward PATGuard 3 - Manual (Page 68)

PATGuard 3
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Locations
Click on the links above for more information about each function.
Clients
Clients
The details of your customers are stored as Clients in the database. Clients can be added from within the
PAT Testing , Universal Risk Assessment and Site Reports functions of PATGuard 3. See also Changing
Client Details and Deleting Clients .
Adding Clients
To add a client click on the Add Client option in the
File Menu , as shown below, to bring up the Client
Details window.
Add Client option
You may find that the Add Client option is greyed out, as shown below.
Add Client option greyed out
If this is the case, click on the top level of the database Tree View in the Navigation Pane . You will now be
able to add a client to the database.
Top level of database Tree View selected
Client Details
The Client Details window allows you to view, add or amend the contact details of your customers,
including address, telephone and email details, a reference number and any other notes you would like to
add about the Client.