All customers must be added to a location
- Find and open the location record
- Under the Actions tab click Add Customer
- Complete the customer form that opens in as much detail as possible, paying attention to any fields marked with an asterisk which are mandatory
- 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
- Under the Navigation tab click Customers. The customer just added will appear in the customer list
- Select and open the new customer record for further actions
Important: If some fields are shaded blue, then your company subscribes to third-party data (IQVIA, Wilmington’s, etc) and the details you add will need to be verified by them. You do not need to wait for verification in order to record a call against the customer.