Menu

Create a fast customer

  • Updated
    1. On most pages that include Customer, you can choose a customer or quickly create a new one. To create a new customer, click the + within the Customer box.

    1. On the Fast Customer Entry form that appears, complete as much detail as you know. The system will assign a customer Number automatically.

  1. Remember to select the Prospect check box if this person is not yet a customer, but you will be providing quotes.
  2. Click Save.

Related articles