Customers
Add New Customer with Contact
- Click on ‘CUSTOMERS‘ option located on the sidebar menu (left-hand side of the screen).
You can also use a shortcut menu. Just click + symbol under the Customers shortcut and go to step 3 of this guide.
- Click New Customer button.
- Enter a Full Name (for an individual customer), or Company Name (for a business customer).
Optionally, you can fill in Telephone number, Address, and assign this Customer to a Group.
To create more Customer Groups, please see this guide: Add New Customer GroupNote: Use Postcode Lookup to search for a full address. Just enter the postcode, click Postcode Lookup button, and select address from the list.
- Click SAVE AND CREATE CONTACT
- Fill in Contact details (First Name, Last Name and Email fields are required), select additional options, and click SAVE button.
