Creating a Customer
From the left menu, click on "Resources", then select the "Customers" link:
If you are accessing this screen for the first time, the system will show you the following message:
Click on "Create Customer" to add your first record.
In case you already have customers, you will be able to see all customers previously created, as below:
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Use the action icons to edit/delete existing customers or the search box to quickly find customers on the list. |
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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.