Schedule 2021 (4.6)
Schedule 2021 (4.6)
Breadcrumbs

Creating a New Customer

You can create a new customer in the Customer Hub. This information is added to Service Management.

  1. In the Customer Hub window, right-click on anywhere in the customer list.

  2. Choose Create New Customer.

  3. In the New Customer/Location window, enter the customer details, required fields are indicated with a red *** asterisk.

  4. Choose Save.