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Creating a new customer
Who is this article for?Users responsible for managing customer accounts.
Create Customer permissions are required.
The Customers module serves as a central hub for managing customer-related information within the quality management system.
This article outlines the various ways on how to create a new customer.
1. Creating a new customer
- Open the Customers module from the sidebar
- Click Customers.
- Select the New Customer icon.
- Choose New Customer.
- Enter the relevant customer information.
- Click OK.
- Click on the green tick to save.
1. Creating a new customer
- Open the Customer module.
- Click File, and then New Customer.
- Enter the customer information.
- Click Save.
2. Creating a new customer from the LaunchPad
- Open the LaunchPad.
- Expand the Customers module.
- Click New Customer.
- Enter the customer information.
- Click Save.