Add a customer


Step 1

 Click on relationships on the left hand side of the screen.


Step 2 

Click on Manage Customers. 


Step 3

Click on "Add Customer" on the right hand side of the screen.

Step 4 

Select Business Consumer or Consumer from the drop-down box and type in the details of the customer. Then press "Submit". 



If all of the fields were filled in correctly, congratulations you have successfully added a customer. If there is something wrong, an error message will appear and it will say if a field was filled out incorrectly and you might need to make a adjustment to it.


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