10X: Add Customers to the System

On the Customers page, you can use a filter option to narrow down the list of selected criteria displayed in a grid. For example, you may want to filter the list of customers by an ID or a name. Additionally, you can click a column header to sort the list.

To add a customer:

  1. On the menu bar, select Administration, and then click Customers under Setup, the Customers page displays.
  2. On the top-right of the page, click the Add Customer button, the New Customer slide-out panel displays.
  3. In the Name box, type the customer's name, and then click Save & Close.
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