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Create a new Customer Record

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You can quickly create a new customer record, and Eptura Asset gives you the option to open the customer record so that you can complete the details.

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Audio: Sound Video Length: 3:32 minutes

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  1. From the menu, click Customers and the Customers Management screen displays.
  2. Click the New Customer button and the New Customer form displays.

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  1. Complete the following fields.
Field Description

Customer ID

Unique identification code for the customer.  It can contain letters, numbers, or a combination of both, and can be up to 24 characters long.  The Customer ID needs to be something meaningful to you since the Customer List will be sorted by this ID by default.

Customer Name

Full or official name of the customer.  It can contain letters, numbers, or a combination of both, and it can be up to 50 characters long.
Preferred Name If you have a preferred name, then uncheck the Same As Customer Name check box and enter in the customer's preferred name.

Status

Select the status of the customer.  

The available options are set up by your Administrator.

Email

Enter the customer’s email address.

Barcode/Tag

Specify a custom barcode using your company's naming convention. System generated and custom barcodes can be both be used.
Can Login To M+ Work Requests

By default, this is OFF, toggle this ON to let this customer log in to Eptura Asset's work requests.

Learn more about this setting in the Customer Module Overview's Customer Work Request Process.
  1. Either:
    • Click the Create Customer button and the customer is created.
    • Click the Create & Open button and the edit customer form displays.