Create Customer

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 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

Related articles

• Page:
  Customer - Delete
• Page:
  Customer - Create
• Page:
  RegEx - Walkthrough
• Page:
  Auth Code - Adding
• Page:
  Customer - Edit