Creating customer records

You create customer records in the Customers application and associate the customers with objects in other applications to give the customers user access to those objects.

About this task

A customer record can have a status of Active, Inactive, or Blocked. You specify a Blocked status for a customer so that the customer cannot open new work, but can be billed for work that is in progress or completed.

Procedure

  1. In the Customers application, click Create Customer on the toolbar.
  2. Type the name or identifier of the customer.
  3. Select the currency that the customer uses.
  4. Specify financial and address details on the customer record.
  5. Add customer contacts on the Contacts tab.
    Contacts are created in the People application. You can configure security settings to restrict the information that the customer contacts can access.

What to do next

After your customer record creation, you can enter physical locations where assets to be managed for the customer by using the Service Address application. You can then set up security groups and restrictions for the customer and associate the customer with customer objects. You can proceed to set up the inventory, locations for services and assets that are managed for the customer.