Creating a Customer
From the ContractsPro's left menu, click on "Resources", then select the "Customers" link:
When the screen is displayed, you will be able to see all organization previously created (if they exist), as below:
Use the Action Icons to Edit/Delete existing Customers
Click on the "Create Customer" button to create a new customer. The screen below will be displayed. Fill the fields accordingly:
- Name (mandatory): Customer's name.
- Key (mandatory): The short key used to identify the customer. You can change it if you prefer.
- E-mail (Optional): Used for notification and messaging purposes.
Click on "Create" to save the changes.