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    Adding a Customer

    1. To add a customer, click the Add Customer icon in the toolbar as shown below.

      You can also right-click Customers in the Network tree and choose Add Customer as shown below.

      The Customer screen displays.

    2. In the Company Name field (required), enter a unique name for the customer.
    3. In the Company Reference field (optional), enter additional customer identification information.
    4. In the Employees table, click Add.

      The Add Employee window displays. Enter a Name, Email and Telephone number, then click OK.

      Note: Entering data in the Employee Details fields is optional; however, it is recommended that at least one field be completed.

    5. To edit employee details, select an employee from the Employees window and click Edit. The Edit Employee window displays where you can change data.
    6. To delete an employee record, select an employee from the Employees window and click Delete. You are prompted to confirm the deletion.
    7. You can also designate employees listed in the Employees window to be a Primary Contact or a Maintenance Contact, and add text in the Notes fields:
      • In the Primary Contact field, choose an employee from the drop-down, or select <none>
      • In the Maintenance Contact field, choose an employee from the drop-down, or select <none>
      • In the Notes field, enter any additional text.
    8. Click Save.

    Modified: 2017-03-29