Page Comparison

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1. In the Customer Hub window, right-click on anywhere in the customer list.
2. Select Create New Customer.

3. In the New Customer/Location window, enter the customer details, required fields are indicated with an * asterisk.

   Section Column
   • Customer ID
   • Name *
   • Location ID *
   • Address 1
   • Address 2
   • City
   • State
   • Zip Code
   • Contact Person
   • Phone 1
   • Phone 2
   Column

   • Customer Class

4. Primary Technician
5. Labor Group *
6. Price Matrix *
7. Division *
8. Affiliate *
9. Region *
10. Branch *
note

• 
  Selecting the Customer Class will auto-populate the Primary Technician, Labor Group, Price Matrix, and/or Division as defined in Signature for the Service Class associated with the Customer Class.

• Primary Technician
• Labor Group *
• Price Matrix *
• Division *
• Affiliate *
• Region *
• Branch *

  
  

11. Select Save.