To create a new customer:
1.Open Customer Services from the Desktop.
The Customer|Search page appears.
2.Click 'Create New'.
The Customer|Basic page appears.
3.Enter the customer details in the Customer Summary Section.
4.If you selected Organization or Agent from the 'Account Type' field, enter the organization details in the Organization Details and Agent Organization Details sections.
5.Enter the customer's default contact information in the Default Customer Contact section.
If you use an address verification system, you can click 'Lookup Address' and search for the address.
You can add additional contacts using the Customer|Advanced page.
6.Select the customer's communication preferences, associations and message sources (if applicable) in the Customer Interactions section.
7.Optionally, you can add a customer affiliation to the customer using the Affiliations section of Customer|Advanced page
8.Enter any additional information required by your organization in the Marketing Data section.
Any data entered into these fields is searchable through Business Intelligence.
9.Optionally, save payment method details in the Payment Information so that it does not have to be entered every time the customer makes a purchase online or in person.
10.Click 'Create'.
A window confirms that the customer was created.
11.Click 'OK'.
Once the customer is created, the customer is assigned a unique 'Customer Number' and the 'State' is set to Active.
You can now add this customer to a new order by clicking 'New Order' or to the current order by clicking 'Add to Order'.
