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To create a new Customer record please follow the steps below:

Step-by-step guide

  1. Click the [Customers] menu item
  2. Click the [Create Customer] menu item located at the top of the Customer module
  3. In the [Create Customer] scree, enter the information for the new Customer record as follows:

    Customer ID [UDF]optional 
    First Namemandatory 
    Last Namemandatory 
    Company Nameoptional 
    Streetmandatory 
    Street2optional 
    Citymandatory 
    Province/Statemandatory 
    Postal/Zip Codemandatory 
    Countrymandatory 
    Telephonemandatory 
    Tel2mandatory 
    Email (1)mandatory 
    Email (2)optional 
    Faxoptional 

 

 

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