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Create A New Customer

  • Updated

 

Creating A Customer

Start by clicking the + in the upper right corner > New Customer

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or by selecting 'Add Customer' from the customers page.

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Customer Properties

The customer properties page is broken down into 3 segments (Basic details, Default site and Primary contact)

Begin by filling your customer's basic details.

  • Customer/Company name
  • Domain
  • CompanyCode
  • Phone
  • Fax

Note: It is important to add your customer's correct domain/s in the domain field if you wish to use the 'automatic contact creation' feature. The system will automatically create a contact if the senders email address correlates with an existing customers domain.

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Add your customer's default site.

  • Address line 1/2
  • Country
  • City/Suburb
  • State
  • Postal/ZIP Code

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Add your customer's Primary contact.

  • First Name
  • Last Name
  • Direct Number
  • Mobile
  • Email
  • Job Title

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Customers Page

Now that you've filled the required fields, access the rest of your customer's details in the 'customers' page.
Here you have the ability to; upload a logo, edit basic details, add further contacts, create additional sites, tickets, manage contracts, invoices and utilise documentation. 

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