Add New Client/Customer
Adding a new client or customer can be done in a few ways:
Clicking
New Customerbutton in Operation Desk or Commercial Desk
Clicking
+ Add Customerbutton in Customer list
Clicking
+ Create a new Customerin any field that links to Customer in other document
After doing any of the above step, this dialog will pop up.
Fill in the information accordingly. Refer to Customer documentation for more details.
Click Save. The customer is now added into the system.
Add New Client/Customer
administrator edited 3 weeks agoAdding a new client or customer can be done in a few ways:
Clicking
New Customerbutton in Operation Desk or Commercial DeskClicking
+ Add Customerbutton in Customer listClicking
+ Create a new Customerin any field that links to Customer in other document
After doing any of the above step, this dialog will pop up.
Fill in the information accordingly. Refer to Customer documentation for more details.
Click Save. The customer is now added into the system.