Adding a New Customer

Quickly fill in customer info all on one screen.

Simply click on the New Account icon at the top right and fill in the sections with the customer’s info. Once you’re done, click on the Save button at the bottom.

Image showing the Add New Account function in Enterprise.
Image showing input fields to be filled in with customer info.

Need More Info ?

Check out the in-depth guide on the Customer section of our program manual by clicking below.

Create a New Customer

Create a new customer and include advanced info.

Updating Info

Edit or update info for a current customer.