Before adding a new Client, please follow the next recommendations:

1. Check the list of active Clients.
2. Check the list of archived Clients.

Note: If the Client card was not found in the active or archive database, then click the New HCP button and add a new Client to the list.

Check the list of active Clients

To check the list of active Clients:

• Go to the HCP's section and add a search parameter to the Search field (e.g., street, full name, etc.).

Check the list of archived Clients

To check the list of archived Clients:

1. Go to the HCP's section.
2. Apply filter "Customers in the archive" - On.

3. Search for the Client (use the search field).

If the desired Client is in the archive, check the reason for archiving.

Note:

• If the reason for archiving is Duplicate, find the original card in the active database and work with it.
• If the Client card displays another archive reason, edit the card, remove the archiving reason, and save it. After that, the card will be available in the active list.