Create a Customer

Use these steps to add new customer information.

To create a customer:

1. Under the Customers menu section, go to the Customers workspace.
2. Click + New Customer. The Create Customer wizard displays.
3. Enter the name of the customer. This is a required field.
4. Fill out the other fields as needed.
5. Click Create. iAccess saves your changes, and automatically displays the information for the customer you just created.