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Article ID143
Created On10/21/2008
Modified10/29/2008
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Adding a customer

1. In the Customer Management menu, select Customers (2). The list of your current customers will be displayed.

2. Click New customer (9). A blank customer detail form will be displayed.

3. Select a Category to assign the customer to from the Customer Category dropdown list.

4. Enter information into Title, First Name, Last Name, Email, Telephone Number, Address, Town, County, Country and Postcode fields where applicable.

5. Click save (10) to create the new customer record, or cancel changes to cancel.