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  • How to Add a New Customer

Shop Customers

  • How to Add a New Customer
    • Create a new customer while creating a new work order.
    • Create a new customer while on the Customer search page.
  • How to Search For An Existing Customer
  • How to Edit An Existing Customer
    • Edit a Customer While Working On a Work Order
    • Edit a Customer From the Customer Detail Page
  • How to Remove An Existing Customer
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How to Add a New Customer

Instructional Video:

You have two ways to create a new customer:

  1. Create a new customer while creating a new work order.
    Location of the "create new customer" button on the work order creation screen.
  2. Create a new customer from the customer search page.
    Location of the "Add customer" button on the customer search page.

Articles

  • Create a new customer while creating a new work order.
  • Create a new customer while on the Customer search page.
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Updated on July 14, 2019

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