Customer - Create

To Create a New Customer record please follow the steps below:

Steps

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

3. In the [Create Customer] screen, 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 Name	mandatory	Customers First Name
   Last Name	mandatory	Customers Last Name
   Company Name	mandatory	Customers Company Name
   Street	mandatory	Customers Address Street
   Street2	optional	Customers Address Street (2nd line if applicable)
   City	mandatory	Customers Address City
   Province/State	mandatory	Customers Address Province or State
   Postal/Zip Code	mandatory	Customers Address Portal or Zip Code
   Country	mandatory	Customers Address Country
   Telephone	mandatory	Customers Telephone Number
   Tel2	optional	Customers Telephone Number (other)
   Email (1)	mandatory	Customers Email Address
   Email (2)	optional	Customers Email Address (other)
   Fax	optional	Customers Fax Number

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

Related articles

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