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.