Page Comparison

The Customers screen allows the user to create and maintain customer records. These records can be accessed from within the Design Editor or Visualization as projects are created for them.

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

Select the phone number type from the dropdown control and enter the phone number. Select the checkbox if this phone number type is Preferred.

Email

Select the email type from the dropdown control and enter the email address. Select the checkbox if this email is Preferred.