Customers - Creating a New Customer


Companies or individuals who are existing customers or current prospects can be setup in the Customers section of the CRM. Custom defaults can be setup for each Customer that will transfer over to all new quotes and orders.

Creating a New Customer

Step     Action

 1.       Select {CRM}. The page should open on the Customers tab.

 2.       Select {New} under Customers. A New Customers page will open.

  3.      Complete the General fields.


The system will generate the next available customer Number when the General customer information is saved for the first time. This field can be overridden with a different number as long as it is not currently in use.

Enter the customer Name.
External Identifier
Enter an External Identifier for this customer.

Enter in the customer’s phone number.


Note: If there is a main office number enter it here, you can add extensions or a contact’s direct information during the Adding Contacts stage.
Enter customer Fax number.
Enter customer Email address.
Enter customer Website.
Additional Contact Info

Parent Company
Select option from drop-down to indicate if this customer is a Parent Company. If Yes selected, the option to add Child Companies will be available.
Child Companies
To edit, add, or delete Child Companies. (See Customer-Child Companies)

Sales Rep
Select a Sales Rep from the drop-down menu who is to be the default for this customer (if applicable).

Select a CSR from the drop-down menu who is to be the default for this customer (if applicable).

Graphic Artist
Select a Graphic Artist from the drop-down menu who is to be the default for this customer (if applicable).
Select one or more Tags from the drop-down menu.
Note: These options can be modified. (See Customer-Tags)

Shipping Type

Choose a Shipping Type from the drop-down menu (if applicable). This will be the default shipping type that will come up automatically when you create an order item. You can override this when creating individual order items.


Select an Invoice option, if applicable.


Select the Terms from the drop-down menu, if applicable.

Customer Since
Select a Customer Since date using the calendar.
The system will generate Directory information.


  4.      Select {Save}. The page will now show the name of the new customer.

       Note: The option to add additional customer information will be available 

       once the General customer information has been saved and the new 

       customer page generated. (See Customers-LocationsCustomers-

       Financial, and Customers-Online Ordering)