NetAsset Training Module 1 · Setting up a client Course home ← Finding your way around Next: Set up a client →

Module 1 · Lesson 1Create a client

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Home \ Firm Admin

Your Firm

Primary Information

Name *

Your Firm

Firm ID

Z000000000000DEMO1

Primary Information

Company Name *

You must enter a name.

Entity Phone

Billing Street

Billing City

Billing State/Province

Billing Zip/Postal Code

Client ID

Asset Client Type Template

No matches found

7216 Consent

MapSatellite

Primary Setup

Segment 1 Label

Segment 2 Label

Segment 3 Label

Segment 4 Label

Segment 5 Label

Segment 6 Label

Segment 7 Label

Segment 8 Label

Fiscal End Month *

You must select a Fiscal End Month.

Descriptor Setup

Client ID

Primary Setup

Hide Default Asset Types

Alternate Schedule Setup

Filing States

Available

Selected