To create a new Customer record please follow the steps below:
Step-by-step guide
- Click the [Customers] menu item
- Click the [Create Customer] menu item located at the top of the Customer module
In the [Create Customer] scree, enter the information for the new Customer record as follows:
Customer ID [UDF] optional
First Name mandatory
Last Name mandatory
Company Name optional Street mandatory Street2 optional City mandatory Province/State mandatory Postal/Zip Code mandatory Country mandatory Telephone mandatory Tel2 mandatory Email (1) mandatory Email (2) optional Fax optional
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