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. Select the Settings gear  in the top navigation bar. 
2. On the left side of the page, select Customers in the Setup section.
3. On the top-right of the page, click the Add Customer button, the New Customer slide-out panel displays.
4. In the Name box, type the customer's name, and then click Save & Close.