TAME Operation Manual

Adding a Client

Adding a Client into TAME for first time:

  • Open TAME
  • Left Click on “Client Parameters” tab at top of screen
  • Left Click on “Reset Screen” (this is to ensure there are no issues overwriting another client’s info)
  • Left Click in “Client” field
  • Type in client name … LAST NAME, First Name (ie Smith, John or Smith, John & Jane)
  • Press “TAB” on your keyboard
  • A prompt screen will appear asking you to confirm “ ‘Smith, John not found, Would you like to Add?’ “
  • If typed properly Left Click on “Yes” button to accept … or “No” button if not properly entered
  • Your cursor will now be in the “Email” field
  • Simply type your client’s e-mail address if you will be sending him/her e-mail notifications (ie jsmith@email.com)

(Note – you can have more than one e-mail, simply type first e-mail followed by a simi-colon and a space “; “ and proceed to type second e-mail address)