Add or edit a new Customer
To add a new customer, click the New Customer button.
When editing or adding a new customer, there is a large range of optional places to store information. Following is a summary of some of the data that can be stored against a customer.
Edit a Customer
To edit a customer, click the customer record in the list. If you have a large customer database, you can use the search and filter options at the top of the screen to narrow the results down.