Create New Customer
- Tap on Customers in the top navigation menu of the Customers page:
- Tap on the add icon to open the Create customer page.
- Enter the customer's name and tap on SAVE.
- The customer Details tab is displayed.
- 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:
All existing customers are listed.