Adding Customers

Adding Customers

Add Customer Details 

To add a customer:
  1. Select the Customers module and click the add [+] icon.
  2. Enter the Last Name.
  3. Click the Service Address or Billing Address field and click + Create New from the drop-down.
  4. In the Add Address overlay, enter the details and click Save.



  5. Add any other necessary customer details and click Save.
    Refer this page to know how Contacts can be fetched from Zoho CRM.

Add Customer Addresses

Along with being able to add a Service Address and a Billing Address while creating a customer record, addresses can additionally be added in the Customer View page.

To manage addresses from the Customer View page:
  1. Select the Customers module and click the customer record you want to add the addresses to.
  2. Adding addresses
    1. Click Add Address for an address category (Service/Billing).
    2. Enter the details and click Save.



  3. If an address has not been added to an address category, then you can choose an address from the existing addresses added to the customer or add a new address.



  4. You can additionally change the address of a category to any other address present for the customer or add a new address.

Using Customer Addresses

You can perform the following actions while adding an address, Service or Billing, to an operation like Request, Estimate, or Work Order:
  1. Choose another address: After adding an address in the Service/Billing address field, click the Choose another icon []. In the Choose Address pop-up, select a Customer or Company address and click Select.



  2. Edit address: After adding an address in the Service/Billing address field, click the Edit icon []. Make the necessary changes and click Save and Reflect (the customer address will be updated and the updated address will be added in the parent page) or Save (the customer address will be updated).



  3. Add address: After adding an address in the Service/Billing address field, click the Add icon []. Enter the address details, select whether the address is of type Company or Contact and click Save.


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