Customers

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Customer

This screen holds customer information. Also, the user associated with the respective customer can be viewed.


Details Tab:

Name: This is the identity of the customer.

Description: This is the related information about the customer.

Active: The status has to be active in order for the application to be accessible to the customer's users.

Address: This is the address of the customer’s company.

City: This is the city in which the customer’s company is located.

State: This is the state in which the customer’s company is located.

Zip Code: This is the postal zip code of the customer’s company.

Country: This is the country in which the customer’s company is located.

Phone: This is the customer’s communication number.

Fax Number: This is the fax number of the customer.

Website: This is the website of the customer’s company.

Users Tab:

This tab lists the external users associated with the respective customer at the User screen.

Adding Customer

  1. Click on the Add Customer button.
  2. Enter the customer information: name, description, address, city, state, zip code, country, phone number, fax and website at respective fields.
  3. Click on the Active slide bar in order to make the customer accessible to the company users.
  4. Click on the Save button.