
Create a new customer.
Add a customer in the Contacts app, with extra addresses for their sites and additional contact people.
Step 1: Click “Start menu”
Step 2: Click “Contacts”
Step 3: Click “Add Customer”
To add a new customer, click on “+Add Customer”.
Step 4: Complete the form
Complete the form with all the customer’s information.
Step 5: Click “Add” address
To add multiple addresses click on the “Add” button. Addresses are recognized by using different labels.
Step 6: Complete address form
Complete the form to add the additional address. The labels will be used to identify multiple sites. Click on “Add” to save the information and continue creating a new customer.
Step 7: Click “Add” contact person
Click “Add” to add multiple contact people.
Step 8: Complete the contact person form
Complete the form to add the additional contact. The labels will be used to identify multiple contacts. Click on “Add” to save the information and continue creating a new customer.
Step 9: Click “Add”
Click “Add” to save the additional contact person.
Step 10: Click “Create”
When the form is complete and all information has been completed, click on the “Create” button to save the new customer.
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