Client Management                               How to Create a New Customer

Creating a New Customer (continued)

Customer Custom Fields Setup

6.  The Custom Fields form will be displayed.  This is an optional form for tracking additional information important to your company.  Make selections in the required fields and other optional fields according to your company policy and procedures.  Required fields are highlighted in yellow.  You will not be able to save the Customer record until selections or data is entered into fields flagged as required.

FRM2047

Once all information has been entered on the Custom Fields form, follow the link Saving the New Customer for the last step of entering a new customer, or click on the Next Page link at the bottom of this page. 

If the Custom Field tab is grayed-out, or not visible, your company has elected not to use the Customer Custom Fields, or the User does not have the appropriate permissions to access the Customer Custom Fields form.  If this is the case, continue on to the next page.

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