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Create new Customer

New Customer from Existing Contact

  1. Go to the Contact List:
  2. Use the search field to find the contact you want to convert.

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  1. Open the Contact:
  2. Select the contact and open the "Actions" menu.
  3. Choose "Functions" and then "Create as."

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  1. Create the Contact as Customer:
  2. Select the option to create the contact as a customer.

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  • Choose the appropriate customer template.

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New Customer from Customer List

  1. Go to the Customer List:
  2. Use the search field to find the customer list.

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  1. Create New Customer:
  2. Click on the option to create a new customer.

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  1. Select the Customer Template:
  2. Choose the customer template you want to use.

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  1. Fill in All Required Fields:
  2. Complete all necessary fields for the new customer.

Example Templates

Customer Template:

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Configuration Template:

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