---
schema_version: "1"
id: 13f894f65936041481b149febba1368ed720e16bd0de1183b979c4bb0b8dd6f7
title: Add New Clients
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/cm_create_client_record.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.cm_create_client_record.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 41e529bc3b51d4caa2556e3d1054e244fae37a064086d86f83f24cd80fcd1465
description: Quickly add new clients from the Case Management home page using the New Contact button. In the Case Management app, clients are a type of Contact.
products:
  - Nonprofit
release: "264"
---
# Add New Clients

Quickly add new clients from the Case Management home page using the New Contact button. In the Case Management app, clients are a type of Contact.

![New Contact button](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-case_management-264-0-0-production-enus/4bf5cafc-4c98-4543-b5bf-3b2a6d34e498/case_management/images/newcontact.png)

1. From the Case Management Home page, click **New Contact**.
2. Enter the client’s name.
3. Select **Client**.
4. In **Account Name**, search for and select the corresponding Household Account. See [Create an Account](https://help.salesforce.com/s/articleView?id=sfdo.cm_create_client_record.htm&release=264.0.0&type=5 "If you use Case Management in an org that includes NPSP, a household account is automatically created when you create a new contact. If you don't have NPSP and you want to associate a contact with an account, create the account manually.") for more information.
5. Enter additional information for the client.
6. Click **Save**.

- **[Create an Account](https://help.salesforce.com/s/articleView?id=sfdo.cm_create_client_record.htm&release=264.0.0&type=5)**  
    If you use Case Management in an org that includes NPSP, a household account is automatically created when you create a new contact. If you don't have NPSP and you want to associate a contact with an account, create the account manually.

## Create an Account

If you use Case Management in an org that includes NPSP, a household account is automatically created when you create a new contact. If you don't have NPSP and you want to associate a contact with an account, create the account manually.

To create an account:

1. Click the **Accounts** tab.
2. Click **New**.
3. Select the appropriate Account record type. Case Management includes the Branch Account. Your admin can create a Household record type for you to use for Client Households. Note that this will not include any NPSP automation.
4. Enter the account information.
5. Save your work.