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1. Click on 'Customers' and then select 'Account Details'.
   
   
   
2. This will open a new "Accounts" tab.

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create create

How to

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Create a New Customer Account 

To create a new customer account, please do the following.

1. Click the "Clear" button to ensure all the fields are clear.
   
2. In the "Account Details" section, fill in all the fields as needed.
   1. Some fields may not be active for your company profile, is so, you will see the following message:
      
   2. the following fields are required:
      
3. After entering in the information ensure the "Enable" box  is checked.
4. Then click the 'Save' button found in the Toolbar.
   
5. If you are missing any required information, a pop up will appear showing you which fields need to be completed.
   
6. After you complete the missing information click 'Save' again.

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How to Edit an Existing Customer Account

To edit an existing customer account, please do the following.

1. Ensure the list of your accounts is visible on the left hand side of the screen by clicking the arrow so that it points to the left
   
2. To find the existing account you wish to edit you can:
   1. Type into the Filter Box
      
   2. scroll through your account list
3. When you find the account, double click on it. This will display the accounts details on the right hand side of the screen.
   
4. Make your needed changes.
5. Then click the "Save" Button
   

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