Creating a new customer |
New customer records are added through the "File Customer" menu.
To create a customer, access the respective menu and click on the button on the main screen. See below the steps to configure the customer:
First stepsOn the screen that will be displayed, leave the "Create new customer" option selected. Then, select a company type (SE Administration) to classify the record. At the bottom of the screen, select a category for the customer.
Company attributeThis tab will only be displayed if at least one attribute is associated in the "Attribute" tab of the type that classifies the company. In that case, enter the value of the displayed attributes. Those attributes that are required must necessarily, have their values filled out.
Customer attributeThis tab will only be displayed if at least one attribute is associated in the "Attribute" tab of the category that classifies the customer. In that case, enter the value of the displayed attributes. Attributes that are required must necessarily, have their values filled out.
Company dataFill out the fields with general company information: ID #: Enter a number or code to identify the company, or use the arrow next to this field to generate an automatic ID #. If the identification mask use has been configured in the category, when the automatic ID # is generated, the corresponding mask will be displayed. The ID # generated through the mask can only be edited if the "Enable ID # change" option is checked on the data screen of the company type. Name: Enter a name for the company. In the other fields, it is possible to enter more information about the customer, such as location, contact information, websites etc.
Company contactsThis section will display the people that are contacts of the organization, as well as the external users of the organization that access the SE Suite external user portal. On the side toolbar, the following buttons are available:
SummaryThis step will display an overview of the created record. Through the Customer data option, it is possible to perform the necessary edits.
Related links:▪Adding a contact as an external user
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