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

...

  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 User generated Customer ID. Every Customer record created is assigned a system generated Customer ID, however the Customer ID [UDF] field allows you to supply your Customer ID for this customer record.
    First Namemandatory Customers First Name
    Last Namemandatory Customers Last Name
    Company Nameoptionalmandatory Customers Company Name
    Streetmandatory Customers Address Street
    Street2optional Customers Address Street (2nd line if applicable)
    Citymandatory Customers Address City
    Province/Statemandatory Customers Address Province or State
    Postal/Zip Codemandatory Customers Address Portal or Zip Code
    Countrymandatory Customers Address Country
    Telephonemandatory Customers Telephone Number
    Tel2mandatory Customers Telephone Number (other)
    Email (1)mandatory Customers Email Address
    Email (2)optional Customers Email Address (other)
    Faxoptional Customers Fax Number

 

 

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