Create New Customer: Customer Default Setting

Create New Customer: Customer Default Setting

Create New Customer: 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. 

Create New Customer