Add a new customer

All customers must be added to a location

  1. Find and open the location record
  2. On the Actions tab click Add Customer
  3. Complete the customer form that opens in as much detail as possible, paying attention to any fields marked with an asterisk which are compulsory
  4. Click the Save button to add the new customer to the location record. A warning will appear to let you know if any mandatory information has been missed
  5. On the Navigation tab click Customers. The customer just added will appear in the customer list
  6. Select and open the new customer record for further actions

Important: If some fields are shaded, then your company subscribes to third-party data (Binley’s, Cegedim, etc) and the details will need to be verified.