Creating a Customer

1. Select Setup > Contacts. The Contact Manager appears.

2. From the Contact menu, select New > Customer. Or right-click anywhere in the Contact Manager and select New > Customer from the popup menu. The Create Customer window appears.

   • Select the General tab to enter the code, display, and addresses.

   • Select the Contact Info tab to enter email addresses and phone numbers.

3. After making your selections, click OK.

For additional information about tab options, see below.

General tab

1. In the Code field, enter the unique, user-defined identifier.

2. In the Display field, enter the name to appear throughout the system.

1. Create an address by selecting the appropriate address type (/Building/Physical/Service) from the drop-down menu, then clicking the Address button. The Address window appears. Input the requested contact address information in the fields provided.

• Repeat step 3 to create other addresses if desired. Click OK when done to save changes and exit the Address window. Then click OK again to close the Create Customer window.

Contact Info tab

1. Create an email address by selecting the email type (Alternate/Business/Home), then pressing the Tab key to move the cursor/focus to the address field. Use the computer keyboard to input the updated address.

2. Create a phone number by selecting the desired Phone type using the drop-down menu provided. Then click the Plus button (+) for the selected Phone type (the Phone window will open) and use the computer keyboard to input current information. Click OK to save changes and close the Phone window. Then click OK again to close the Create Customer window.