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Add a customer

Customers are hospitals, clinics, labs, or other organizations served by your dealership.

Screenshot needed: Customers list page with create action

Screenshot needed: Create Customer page

What this is for​

Create a customer before adding contacts, equipment, tickets, warranties, contracts, or documents for that organization.

Who uses it​

Office admins, owners, and sales users with customer creation permission.

Steps​

  1. Open Customers.
  2. Click Create Customer.
  3. Fill the customer details.
  4. Add address and contact information if available.
  5. Click Save Customer or the save action shown on the form.

Important notes​

Create one customer record for the organization, then add departments and contacts under it where needed.

Common mistakes​

  • Creating duplicate customers with slightly different names.
  • Saving without a correct phone number or address.
  • Adding equipment before choosing the correct customer.