Add Customers
- Click the Settings tab.
- Select Customers.
- Click Add Customer.
- Enter the customer's Name.
- Optional Notes can be added.
- Enter Email (required).
- Click the + icon on the Customer Groups box and then place a check next to any applicable Customer Groups (at least one is required).
- 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.
Click Save at this point to save the new customer record or continue to add a Customer Contact.
- 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.
- 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.
- Click Save to save your customer record.
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