CARL Source
Creating a customer
Customers > Customers > Creating a customer

Procedure

  1. In the [Customers] module, select the [Customers] function.
    → The list of Customers is displayed.

  2. If desired, select the [Criteria] tab, enter the search criteria and click the [Results] tab.
    → The Customers corresponding to your search criteria are displayed.

  3. Click on the add icon , which is also directly accessible from the [Criteria] tab or from the detail form.
    → The customer detail form is displayed in creation mode; see Customers [General].

  4. Check the "Customer" box, and then save.
    → The fields are read-only.

  5. Click on the CODE link for the new Customer,
    → The Customer detail form is displayed. The shared attributes are retrieved automatically.

You can also create a customer directly from the detail form for a User or Agent