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en:customer:create

Create New Customer

There are several ways to create a new customer:

  • Click in the search display on the icon (“I want to” panel)
  • Click in the customer cockpit on the icon (“I want to” panel)
  • Click on the button “create new customer” only after an unsuccessful search .

<note tip>In order to save time,the search criteria will be automatically imported into the entry form for the new customer.
</note>

  • Click on the symbol in the customer result list.
    In this case a new customer with the same address will be created. That means that the entry fields are automatically preallocated.

The required fields will be marked in red and bold letters . For a detailed description of the meanings of the fields please refer to: Change user data

Additionally various attributes can be added. For this purpose multiple attribute fields are provided in the data base. The mandatory entries can either be turned on or off (Customer attributes) through the settings.

en/customer/create.txt · Last modified: 2011/10/13 12:53 (external edit)