">

Click here to check out our new How To section">Click here to check out our new How To section
Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »

Create New Customer: Default Setting

  • 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. 

  • No labels