In the [Customers] module, select the [Customers] function.
→ The list of Customers is displayed.
If desired, select the [Criteria] tab, enter the search criteria and click the [Results] tab.
→ The Customers corresponding to your search criteria are displayed.
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].
Check the "Customer" box, and then save.
→ The fields are read-only.
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