Home Clients How to Add a New Language

How to Add a New Language

Last updated on Feb 03, 2026

When Adding a New Client, a Customer Service Representative–or CSR–must indicate the client's preferred language. CSRs configure these language options from the Settings tab.

  1. In the Clients module, open the Settings tab.

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  2. Click the Languages sub-tab.

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  3. Click Add Language to open the Add Language modal.

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  4. Enter the new language in the field provided.

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  5. Click Add to add the new language.

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From the Clients Settings tab, a CSR can also Add a New Referral Code, Add a New Call Log Reason,or Add a New Policy Type.