...

Creating a new customer

You can create a new customer in the Customer Hub. This information is added to Service Management.

1. In the Customer Hub window, right-click on anywhere in the customer list.
2. Choose Create New Customer.
3. In the New Customer/Location window, enter the customer details, required fields are indicated with a red *** asterisk.
4. Choose Save.

Viewing customer information

When you access the Customer Hub by right-clicking on an appointment, that customer will be selected in the customer list and their information displays in the customer details section. When you access by choosing the Customer Hub icon, in order to see a customer's details, you will need to select the customer from the list.
The display-only details section contains the following tabbed information associated with the customer.

...