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- In the Customer Hub window, right-click on anywhere in the customer list.
- Choose Select Create New Customer.
In the New Customer/Location window, enter the customer details, required fields are indicated with a red an * ** asterisk.
Section Column - Customer ID
- Name *
- Location ID *
- Address 1
- Address 2
- City
- State
- Zip Code
- Contact Person
- Phone 1
- Phone 2
Column - Labor Group *
- Price Matrix *
- Division *
- Affiliate *
- Region *
- Branch *
- Primary Technician
- Customer Class
- Choose Select Save.