To add a new customer, click Customers from the left hand navigation. Click the New Customer button.
Select the “New Company” tab, fill out the form, and click save. The only required field is “Name”. We recommend you leave Active checked. The screenshot below includes Custom Fields, which you can customize for your account.
To add a Contact to a your new Company record, open the Company and click the contact tab. Then click the Add Contact button.
Fill out the form and click save. Required fields are “First Name”, “Last Name”. We recommend that you leave Active checked. You may add as many contacts per company as required.
You can add custom fields to the customer so that you can track information unique to your organization. See Custom Fields for more information on this.
Click here to add a “Test Customer” so you can see the system from a customers prospective.
Click here for more on the Customer setup
Need more help with this?
Don’t hesitate to contact us here.