Create a Customer Use these steps to add a new customer based on the contact company. To create a customer: Under the CRM menu section, go to Contact Companies. Use the search filter and/or the Search field to select a contact company. Click Create Customer. A confirmation window displays. After you proceed, the new customer is added in the contact company's information. Parent Topic: Contact Companies Procedures HomeMaconomy User Guides Web ClientCRMContact CompaniesContact Companies ProceduresCreate a Customer
Create a Customer Use these steps to add a new customer based on the contact company. To create a customer: Under the CRM menu section, go to Contact Companies. Use the search filter and/or the Search field to select a contact company. Click Create Customer. A confirmation window displays. After you proceed, the new customer is added in the contact company's information. Parent Topic: Contact Companies Procedures HomeMaconomy User Guides Web ClientCRMContact CompaniesContact Companies ProceduresCreate a Customer