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. Select Create New Customer.

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

   • Customer ID
   • Name *
   • Location ID *
   • Address 1
   • Address 2
   • City
   • State
   • Zip Code
   • Contact Person
   • Phone 1
   • Phone 2

   • Customer Class
     Selecting the Customer Class will auto-populate the Primary Technician, Labor Group, Price Matrix, and/or Division as defined in Signature for the Service Class associated with the Customer Class.

   • Primary Technician
   • Labor Group *
   • Price Matrix *
   • Division *
   • Affiliate *
   • Region *
   • Branch *
4. Select Save.