Adding A Customer

Press the Phone icon

Search for the customer

If not found, press the Next button to enter a new customer (with no customer selected on the search results list)

Enter customer information such as name, phone, address.

Select the proper street from the resulting list, if it appears, and the city, state and zip will be filled in automatically.  If no street appears, go ahead and enter all data.

Red asterisks mark required fields

Press the Save & Close button

Note, you can also add a customer from the Manager's Home Page / Customers function.  Certain default fields can be changed ONLY from the manager's area.

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