Client Management                               How to Create a New Customer

Creating a New Customer (continued)

Saving a New Customer

7.  Once all information has been entered for the Customer, Site, System, RMR and Custom Fields, click on the Save button located at the lower right of the New Customer Setup form.  A message will presented confirming you are ready to save the new customer; click the Yes button to accept.

FRM2048

After the new Customer has been saved, the Customer Explorer record will be displayed.  Additional information such as Contacts, additional Bill To records, Additional Sites, Additional Systems, Credit Card or ACH, Central Station Tracking information may be added to the customer at this time.  Refer to Additional Customer Data Entry for further instructions.

Previous Page                                        Page  24 of 24