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Name and Details

Info

  • The Name and Details section is where to enter the Name, Phone Numbers and Email of the Customer.

First and Last Name

  • Enter the First and Last name of the customer in the respective fields.

Company

  • If applicable, enter the company name in the Company field.

Phone

  • Enter the desired Phone Number.

Email

  • Enter the desired Email Address.

  • Enter the Contact Information

.

  • Select the Address Category from the dropdown control.

  • Enter the contact information for the customer.

  • Select whether the address is the Preferred Mailing Address or the Preferred Shipping Address.

Contact Info

Info

Notes

Info

  • Enter any notes for this customer in the Notes field.

Create New Customer

Info

  • Enter the information to create a New Customer record.

  • Click the New button.

  • Enter the Customer Name, Phone and Email Information.

  • If applicable, enter the Company Name.

  • Enter Customer's Contact Information and any Notes.

  • Click Save.

  • The new customer record will be listed. 

info

Delete Customer

  • Select the customer name from the Customer List.

  • Click the Delete button.

  • Click OK on the affirmation prompt.

  • The Customer is deleted.

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