Customer Creation Steps
When creating a new customer, there are three sections to be completed:
- Name. Enter the customer name.
- Customer Manager. Enter the internal customer manager name. This list will be based on the list of created Employees.
- Tags. Optional field. Enter any tags for the customer. These can be used to highlight specific customers.
- Notes. Optional field. Enter any customer-specific notes.
- Customer image. Optional field. Upload a customer logo or image.
Each customer can have multiple contacts.
- First Name. The contacts first name.
- Last Name. The contacts last name.
- Telephone. The contacts telephone number.
- Mobile. The contacts mobile telephone number.
- Email. The contacts email address.
Each customer can have multiple addresses (e.g. they span multiple buildings).
- Address Name. A unique name for the address.
- Address Line 1. Street address, line 1 (e..g 123 Main Street)
- Address Line 2. Street address, line 2 (e..g Suite 456)
- Postal Code.
- Notes. Enter any address-specific notes.