Documentation: Adding Customers

Clicking  on the Customers screen allows you to add Customers to Azimio using the Add New Customer screen, shown in the following illustration. Use the steps below to add a new Customer to the system using this screen.

 

  1. Enter a Name for the new Customer in the Name text field. This is a required entry.
  2. Enter the new Customer’s Email Address in the Email text field. This is a required entry.
  3. Enter the new Customer’s Street Address in the Address text field.
  4. Enter the new Customer’s City location in the City text field.
  5. Enter the new Customer’s State location in the State text field.
  6. Enter the new Customer’s Zip Code/Postal Code information in the Zip Code / Postal Code text field.
  7. Enter the new Customer’s Country location by selecting it from the Country list. This is a required selection.
  8. Enter a Contact Phone Number for the new Customer in the Phone text field.
  9. Enter a Fax Number for the new Customer in the Fax text field.
  10. Enter a CRM Code for the new Customer in the CRM text field.
  11. Enter any Credit due the new Customer in the Credit text field.
  12. Enter any necessary Internal Notes regarding the new Customer in the Internal Notes text box.
  13. Click  to add the new Customer to the system.

 

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