Job Management                                Creating a New Job from a QuoteWerks Order - New Customer          

QuoteWerks - Job for a New Customer (continued)

Customer Setup

5.  The New Customer Setup form will be displayed on the Customer Information data entry form.  The name and address information automatically filled into this form was pulled from the information on the QuoteWerks form.  This is the customer Billing name and address information; if this information is not the correct you may modify any of the information.  Fill out this form according to your company policy and procedures.  When finished, click the Site Setup form tab.

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