The Customer Record

The customer record stores all of the information you have about the customer. This information is divided up into different tabs:

• The General tab

• The Detail Tab

• The Jobs Tab

• The Notes Tab

• The Links Tab

• The Billing History Tab

• The Equipment Tab

• The Service Contracts Tab

• The Custom Fields Tab

To create a new customer:

1. Click Customers from the Navigator bar. The Customer List appears.

2. Click New or select File > New Customer. The General tab of a blank customer record appears.
   Some information may already be populated if the Customer Defaults record was filled out. See the Customer Requirements and Defaults topic for details.

3. Define all of the necessary fields in the customer record. Some fields may be required before you can save it; see the Customer Requirements and Defaults topic

4. After you've defined all of the customer's information, click Save.

Back to the Implementation Checklist Overview

See Also: Customers Overview