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Creating a new contact record

Company administrators can create new contact records for customers.

Create a new contact record:

  1. Click Customers > CRM on the menu bar.
    A list of the customer records that are currently stored in the CRM is displayed.
  2. Click Create.
  3. (Mandatory.) For Name, enter the customer’s name (up to 100 characters). Any unicode characters are allowed, including whitespace and accented letters.
  4. For Customer Number, enter the customer’s account number.
  5. For Phone, enter the customer’s landline number.
  6. For Mobile, enter the customer’s mobile number.
  7. For Email, enter the customer’s email address (up to 100 characters), in the format local-part@domain, for example, jsmith@example.com. Any unicode characters are allowed, including whitespace(?) and accented letters.
  8. For Address, enter the customer’s street address (up to 100 characters). Any unicode characters are allowed, including whitespace and accented letters.
  9. For Town/City, enter the customer’s postal town or city (up to 100 characters). Any unicode characters are allowed, including whitespace and accented letters.
  10. For State/Region, enter the customer’s state or region (up to 100 characters). Any unicode characters are allowed, including whitespace and accented letters.
  11. For ZIP/Postal Code, enter the customer’s ZIP or postal code (up to 100 characters). Any unicode characters are allowed, including whitespace and accented letters.
  12. For Country, select the customer’s country from the dropdown list.
  13. For Social Media, enter the customer’s profile address on social media (up to 100 characters). Any unicode characters are allowed, including whitespace and accented letters.
  14. For Notes, enter any other useful information.
  15. Click Save.

Definitions

  • Name: The name of the customer.
  • Customer Number: The customer’s account number.
  • Phone: The customer’s landline number.
  • Mobile: The customer’s mobile number.
  • Email: The customer’s email address.
  • Address: The customer’s street address.
  • Town/City: The customer’s postal town or city.
  • State/Region: The customer’s state or region.
  • ZIP/Postal Code: The customer’s ZIP or postal code.
  • Country: The customer’s country.
  • Social Media: The customer’s social media address.
  • Notes: Other useful information.