Use this information to create a customer account and specify the mandatory fields.

Note Note

To expedite the process of creating customers, you can create templates that are based on the entries in fields for specific customers that you specify as template models. Templates can be used by all users or a single user. If a template is available when you create a new customer, a form appears that displays the available customer templates. Select the template that applies to the new customer. The field values of the template are copied to the fields for the new customer. You can make changes to the fields and enter more information, as appropriate. For more information, see Using record templates.

  1. Click > Common Forms> .

  2. In the field, enter a unique identifier for the customer.

  3. If a customer name should appear on various documents, enter the name of the customer.

  4. In the field, select the customer group that applies to the customer.

  5. Enter values in the other fields on the tabs as appropriate. For more information, see Customers (form).

See Also