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Creating a customer

Version: V8.1.0
Added on: 05/20/20
Time: 30 min
Category: Tutorials

Useful Terms

Creating a customer

  1. Are you ready?

    In this tutorial we are going to learn how to create a new customer.

    We will use the following parameters:
    Customer's Name: John Smith

    Contact Info/Billing Address:
    Street Address 1: 12 Main St
    Street Address 2: 5th Ave
    City: New York
    State: NY
    Postal Code: 31904
    Country code: US
    Phone: 2129856472
    E-mail: jsmith@mail.com
    Organization: Organization LLC
  2. Log in to the system using your Username and Password.

    Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.
  3. Locate sidebar menu on the new Console.
  4. Select Customers menu item.
  5. Click New Customerbutton .
  6. Locate Personal Details tab.
  7. Enter John into the First Nametextbox.
  8. Enter Smith into the Last Nametextbox.
  9. Enter jsmith@mail.com into the E-mailtextbox.
  10. Enter 2129856472 into the Mobile Phonetextbox.
  11. Enter Organization LLC into the the Organization textbox.
  12. Locate Billing Details tab.
  13. Enter 12 Main St into the Streettextbox.
  14. Enter 5th Ave into the Streettextbox.
  15. Select US and New York in 'State dropdown.
  16. Enter 31904 into the ZIP Codetextbox.
  17. Click   Savebutton .
  18. Congratulations, you are done!

    You have learned how to create a new customer. Now you can do this by yourself.