Creating customer records

You create customer records in the Customers application and associate the customers with objects in other applications to give the customer users access to those objects.

Procedure

  1. In the Customers application, click Create Customer on the toolbar.
  2. Type the name or identifier of the customer.
  3. Select the currency that the customer uses.
  4. Specify financial and address details on the customer record.
  5. Add customer contacts on the Contacts tab. Contacts are created in the People application. You can configure security settings to restrict the information that the customer contacts can access.

What to do next

After you have created a customer record, you can enter physical locations where assets will be managed for the customer, using the Service Address application. You can then set up security groups and restrictions for the customer and associate the customer with customer objects. You can proceed to set up the inventory, locations for services, and assets that are managed for the customer.
Parent topic: Setting up customer information

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