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

NOTE Customers already tied to existing accounts CAN NOT be deleted.

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.