Difference between revisions of "ITrack/Enterprise/QuickStart Adding a New Customer"

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To add a new customer:
To add a new customer:
   
   
1. Click ''Customer List'' in the Main Menu.
# Click ''Customer List'' in the Main Menu.
2. Click the '''Add button''' at the bottom of the page and the ''Customer List'' Screen will open.
# Click the '''Add button''' at the bottom of the page and the ''Customer List'' Screen will open.
3. Enter the address into the appropriate fields.   
# Enter the address into the appropriate fields.   
4. When you are finished entering customer information, click the '''Save & Close''' button.
# When you are finished entering customer information, click the '''Save & Close''' button.




{{Tip|Entering the Zip Code will automatically fill out the city, state and country fields.}}
{{Tip|Entering the Zip Code will automatically fill out the city, state and country fields.}}





Revision as of 16:37, 15 June 2009

To add a new customer:

  1. Click Customer List in the Main Menu.
  2. Click the Add button at the bottom of the page and the Customer List Screen will open.
  3. Enter the address into the appropriate fields.
  4. When you are finished entering customer information, click the Save & Close button.


Tip
Entering the Zip Code will automatically fill out the city, state and country fields.


12.2.2 Customer List Add Address wiki.png


Tip
If the Shipping Address is the same as the Billing Address clicking the Copy button will automatically copy the address fields.