Create a new Customer Record
It is easy to create a customer record.
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- From the menu, click Customers and the Customers Management screen displays.
- Click the New Customer button and the New Customer form displays.
- 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. |
|
|
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. |
- Either:
- Click the Create Customer button and the customer is created.
- Click the Create & Open button and the edit customer form displays.