Add customers to the system


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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. If you’re using the new navigation, select the Settings gear  Gear in the top navigation bar. If you’re using the old navigation, select Administration in the left Nav menu.
  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.
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