navigation and entry instructions may not be the only way to complete
the desired task. For more in-depth explanations, any related articles
will follow the instructions as links.
- From Home tab, click drop-down arrow under Customers icon, select Create a Customer.
Customer Name (First/Middle Initial/Last). Individual name fields fill
automatically. This is the minimum data, remaining required data will
- Enter remaining contact information (address, phone numbers, email, etc).
- NOTE: Labels for Phone Numbers and Emails may be changed.
- NOTE: If
you only have one or two phone numbers, be sure to put them at the top
of the list, the third phone number does not print on output (quotes,
- Click on Detail tab to change defaults including tax group, pricing groups.
- Click OK.
you have opened a new quote, or you duplicate an existing quote to use
for a new customer, you can add the customer from the Edit Quote window.
on New, and the same Edit Customer window will appear. Once finished,
the customer will fill in and you can start the quote. Note that if you
use an existing quote with a different customer previously selected,
you will have to manually change the sidemark.