Create New Customer Record

Click on the "New Contact" button to create a new customer. You will be presented with the following screen

Enter your customer details as shown in the above screen. By Default when you create a new contact it will be created as a customer. Click on the check boxes that are relevant to the contact.

Contacts can then be filtered to show only the required contact types from the main screen.

Additional data and any user definable data can be enterd on the next screen "More"

By clicking on the "Activity" tab you can see what diary event have been created for the contact have been created for this customer

By clickin on the Financial tab you can view Opportunites,Quotations and Invoices for the contact

After entering your data, click on the "Save Changes" button to save your record.