Adding or editing a customer

To add a new customer, or edit a customer’s details, do the following:

  1. Ensure that the Customers management page is displayed.
  2. To add a customer:
    1. Click Create customer.
      The Customer properties page displays.
    2. Enter the relevant customer details on each of the available tabs.
      Note:
      Mandatory fields are highlighted in red.
  3. To edit a customer’s details:
    1. Click the name of the appropriate customer in the Table of customers.
      The Customer details page displays.
    2. On the Customer Summary panel, click the Edit icon Edit.
      The Customer properties page displays.
    3. Edit the appropriate customer details on each of the available tabs.
  4. When you are finished with adding a new customer, or editing a customer’s details, click Save
    The Customer properties page closes and you are returned to the Customers management page. Any new customer is added to the Table of customers.
    Note:
    If you do not click Save, all entries are discarded.

Note:
You can only create or edit a customer if you have write access enabled on the relevant node. Any customer additions or edits are tracked in audit logs.

 

 

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