---
title: "Add Client"
id: "add-client"
project: "Revelation Server 2026"
url: "https://revelationhelpguide.clickhelp.co/articles/revelation-server-help-2026/add-client"
updated: 2025-10-10T21:40:30Z
---

# Add Client

![](/resources/Storage/revelation-server-help-2026/all-4.jpg)
 
[Client Information](/articles/revelation-server-help-2026/add-client/a/ClientInformation)
 
[Location Information](/articles/revelation-server-help-2026/add-client/a/Location_Information_)

Adding a new client to Revelation is easy to do. Click on the Add Client button under Quick Tools on the Your Clients tab.

![](/resources/Storage/revelation-server-help-2026/Content/Quick%20Tools-add%20client.png)
 
## Client Information
 
The form is broken down into two sections: Client and Location. In both sections, any field with a red asterisk (\*) MUST be filled in to complete the form. The other fields are optional, but helpful.

\*Client: Client name
 
\*Shortname: An abbreviated version of the Client Name. Please ensure your staff will understand the abbreviation.
 
Client URL: This will become a link to the company’s web site.
 
\*Status: Active, Inactive
 
\*Type: As determined by the [Client Type](/articles/revelation-server-help-2026/manage-client-types) in System Configuration.
 
Contract Reference: If used, a contract, PO or other reference number.
 
Expiration Date: The expiration date of the contract reference.
 
Description: A brief description of the client– what they do, when they became a client, special requirements, etc. If it is a vendor, the field can be used to describe what products can be purchased from the client.
 
**Flagged Notes**: Add information about the client which can be helpful to your staff. i.e.: Referral from customer X; Office Manager used to work at client X; Client since 1999, etc. By checking "Flag these notes on log a Ticket" shows the information when a new ticket is logged for the client. If unchecked, it will not appear.

If [Attachments](/articles/revelation-server-help-2026/attachments-admin) is enabled, you will be able to attach a file to the Client Information page.

If the Add Location? box is checked, the Location Information form is visible.
 
## Location Information
 
\*Location Name: Usually the city for the location, unless it has a particular name or alias
 
\*Location Type: Select the appropriate boxes for the location. Location, Billing Address and/or Main Location
 
\*Address: Street address. Can include floor, suite number, etc.
 
\*City
 
\*State
 
\*Postal Code
 
\*Country The country for this location.
 
Phone
 
Fax
 
Shipping ID: Especially helpful if you ship to the client or vendor using their account number
 
Quick Dial: If your phone system supports a quick dial code, it would be listed here. This is usually a 3-5-digit code, which dials the company’s number automatically.
 
**Flagged Notes**: Add information about the location to help your staff. i.e.: IT closet is in kitchen area; Parking is around the back of the building, etc. By checking "Flag these notes on log a Ticket" shows the information when a new ticket is logged for the client. If unchecked, it will not appear.
 
* This item can be changed in [System Phrases](/articles/revelation-server-help-2026/system-phrases) as needed. (Not available in Core edition.)

If the Add Contact? box is checked, the [Contact Information](/articles/revelation-server-help-2026/add-end-user) form is visible.

This is the view if you have all the Add boxes checked. Revelation helpdesk will remember they were all open the next time you add a new client.

Once you have completed all the fields, click on Save at the bottom right of the Client Information screen.
 
![](/resources/Storage/revelation-server-help-2026/Content/Add%20new%20client-location-contact_988x764.png)