Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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]optionalUser 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 NamemandatoryCustomers First Name
    Last NamemandatoryCustomers Last Name
    Company NamemandatoryCustomers Company Name
    StreetmandatoryCustomers Address Street
    Street2optionalCustomers Address Street (2nd line if applicable)
    CitymandatoryCustomers Address City
    Province/StatemandatoryCustomers Address Province or State
    Postal/Zip CodemandatoryCustomers Address Portal or Zip Code
    CountrymandatoryCustomers Address Country
    TelephonemandatoryCustomers Telephone Number
    Tel2mandatoryCustomers Telephone Number (other)
    Email (1)mandatoryCustomers Email Address
    Email (2)optionalCustomers Email Address (other)
    FaxoptionalCustomers Fax Number
  4. Click the [Create] button to save the new Customer record

 

 

 

Info

Filter by label (Content by label)
showLabelsfalse
max5
spacesCDR2CLOUD
sortmodified
showSpacefalse
reversetrue
typepage
labelsCustomer