1. Login to FORT and click on CRMS from the main menu

2. Using the Client Search facility, check the client is not already on the CRMS database

3. If the client is not already on the database, click the blue "New Client" link (near the bottom of the page)

4. Fill in the client's details form, ensuring that all fields marked with an * are completed

5. Check the information is correct

6. Click the blue "Save" button

7. Once the details have been saved you will be taken to the Client Home screen.  From here you can Make a Referral, Add a Communication or update the client's details.