6. Creating a Customer
To add a new
Customer, from Customers top menu, select "Add / Edit Customers" and
then click on Add new Customer button. The first page holds the contact information.
Fill any of the data fields you need. Only First Name and Last Name
are required. You can enable the "Security Info Required" option in Settings to
make the Birthdate and "Identification Number" fields mandatory.
Click on "Security Info" button. This page stores the security related information.
Identification number could be any kind of ID, like Social Security Number, Drivers
License number, etc. After entering the information, click on Apply Changes
button. This save the information in the database and displays the word "Saved" next
to "Apply Changes" button. now click on Service Info button, and then click
on Renew/Change button.
Select a Service type and then click on OK button.
Next: Creating a Login for a Customer
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