3.5.1.1 By Using Account Creation Form:

  • Go to Sales > Customers.
  • Click the New icon from the toolbar.
  • It will display the account creation form. Fill the form with the required details. (Refer to the following table for the description of information to be specified in the account creation form and account edit form).
  • After you are done with entering information, click the Save button to save the details.
  • You can find this newly created customer account listed among other accounts on customers homepage.
Field Description
   
Customer information  
   
*Customer Name Give the name of the customer
Website Give the URL of the website of the company.
Ticker symbol Give the ticker symbol of the company.
Member of Select the name of the parent company from the pop-up window.
Employees Indicate the number of employees company has.
Email Give Email ID of the company
Other email Mention the other email ID of the company, if there is.
Industry Indicate the industry in which the company operates
Type Indicate the type of customer.
Email opt out Indicate if the company has or has not opted out for email.
*Assigned to Specify the user or group of users to which this customer account is assigned.
Customer No. This field does not need any information.
Phone Give phone number of the company.
Fax Give the fax number of the company.
Other Phone Specify if there is any other phone number of the customer.
GL Account Give the GL account of the company.
Ownership Indicate the type of ownership of the company whether it is public or sole proprietorship.
Rating Indicate the rating of the company.
SIC Code Give the industrial classification code of the company.
Annual Revenue Indicate the annual revenue of the company.
Notify Owner Select the option if you want the owner to be notified.
   
Address Information  
   
Billing Information  
Address   Mention the details about billing address information of customers for sending invoices, quotes, etc.
PO Box
City
State
Postal Code
Country
Shipping Information  
Address   Mention the details about shipment address information of customers for shipment delivery.
PO Box
City
State
Shipping Postal Code
Shipping Country
   
Description information  
   
Description Indicate any other information or detail about the customer.
Notes Write note about the customer.