1. Go to the customer overview and click New customer.
2. Complete the fields and save when finished. Customers can be set to active status. The criteria for when a customer is considered active are determined by each organisation. This may be when the agreement has been signed or when the customer has been verified.
Complete the information and address fields for the customer. If the customer is active, check Customer is active. Active customers are indicated by green check marks in the list. Click Save when the fields are completed.
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Info: Contacts can be registered at two locations in the system; in the information fields in the customer form, or by adding contacts. |
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