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To

Create a

New Customer record please follow the steps below:

Steps

1. Click the [Customers] menu

1. button
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2. Click the [Create Customer] menu

1. link -button located at the top of the Customer module
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2. In the [Create Customer]

1. screen, enter the information for the new Customer record as follows:

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   Customer ID [UDF]	optional

1. 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 Name	mandatory

1. Customers First Name
   Last Name	mandatory

1. Customers Last Name
   Company Name

1. mandatory

1. Customers Company Name
   Street	mandatory

1. Customers Address Street
   Street2	optional

1. Customers Address Street (2nd line if applicable)
   City	mandatory

1. Customers Address City
   Province/State	mandatory

1. Customers Address Province or State
   Postal/Zip Code	mandatory

1. Customers Address Portal or Zip Code
   Country	mandatory

1. Customers Address Country
   Telephone	mandatory

1. Customers Telephone Number
   Tel2

1. optional	Customers Telephone Number (other)
   Email (1)	mandatory

1. Customers Email Address
   Email (2)	optional

1. Customers Email Address (other)
   Fax	optional

1. Customers Fax Number

   
   

2. Click the [Create] button to save the new Customer record

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