Creating a customer record
How to add a new customer and fill in their profile.
From the customer list you can create a new record or open an existing customer to edit it. Besides the list, a card view (Thumbnail) is available with the same information in a more visual format.
The customer record collects profile data (company name, VAT number, tax code, area, territory, assigned agent, rating), plus sections for addresses, contacts, bank details and attachments — each of which can hold multiple entries.
Two note fields are worth knowing: “special terms” is shown to the agent when creating an order for that customer, while “delivery notes” is printed on order documents. “Internal notes”, instead, stay visible only on the record itself.
Besides the editable record, every customer has a read-only Dashboard with a summary and a dedicated Analysis view with statistics for that customer.
- 1Go to Customers from the dashboard or the main menu.
- 2Click New to create a record, or open an existing customer to edit it.
- 3Fill in the profile data: company name, VAT number, tax code, area, territory and assigned agent.
- 4Add addresses and contacts in their sections: you can add more than one of each.
- 5If needed, add bank details, attachments or the business's closing days.
- 6Fill in “special terms” and “delivery notes” if you want them to show up when placing an order and on documents, respectively.
- 7Save the record.