Adding Customers and Contacts

To add a new customer:

1. Click the Settings tab.

2. Select Customers.

3. Click Add Customer.

4. Enter the customer's Name. 

5. Optional Notes can be added. 

6. Enter Email (required).

7. Click the + icon on the Customer Groups box and then place a check next to any applicable Customer Groups (at least one is required).

8. If invoicing is enabled for your installation and Price Levels are configured, you may select a Price Level to which the customer should be associated.

9. Click Add Existing Customer Contact and select an existing contact OR associate a new contact. Associating a new contact creates a new People record and associates them to this Customer record.

10. To associate a new contact:
• Click Associate New Contact in the Customer Contact Information section.
• Answer “Yes” to allow changes to be saved to your customer record.
• In the Customer Contact Info panel, provide any contact information that is specific to their relationship with the customer.
• Enter First Name.
• Enter Last Name.
• Select Primary Responsibility
• Enter Email.
• Click Save to return to the customer form.

11. Click Save to save your customer record.