Create New Customer

  1. Tap on Customers in the top navigation menu of the Customers page:
  2. All existing customers are listed.

  3. Tap on the add icon to open the Create customer page.
  4. Enter the customer's name and tap on SAVE.
  5. The customer Details tab is displayed.
  6. Choose Edit customer from the top menu or tap on the edit icon to add more details as described. For more information on fields/options available, see the View Customer Details, Sites Tab, Contacts Tab and Tickets Tab: