Creating a customer record
Each of your customers has a name, billing and business addresses, list of contacts, and other information that is contained in the record for that customer. The company name is used in other applications to associate a customer with people, locations, and CIs, and to control access to customer data.
About this task
When you create customer records, you can nest subsidiaries beneath a parent company. You can have only two levels in the customer hierarchy: a parent and one or more subsidiaries. A customer that has a parent company cannot have a subsidiary company.
To create
a customer record, open the Customers application (), and click 
. For step-by-step instructions for capturing information
about the customer, consult the online help for this application (click Help in
the upper right corner).
- Specify a customer name, a billing address, and a business address.
- In the Contacts tab, and specify contact names, contact types, and other contact information that you want to associate with the customer. Contacts can work for you, for the customer, or for a vendor. During the next setup step, you will create a person record for each customer contact.
- Specify any other information that you want to add for the customer. For example, you can layer customers beneath other customers. Customers that are layered beneath another customer are typically subsidiaries of the parent customer. Any information that you specify for a parent customer applies to its subsidiaries. The customer hierarchy can have only two levels: a parent, and one or more subsidiaries.