How to Insert a New Customer
Overview
The following guide will go over how to create a new customer in PromoServe.
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STEP 1
Under 'Main Menu,' select 'Customers'. |
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STEP 2
The standard Customer Database will be displayed as shown. To add a new Customer to your database click on the [+] button.
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STEP 3
Enter a Customer name in the green highlighted textbox (the cursor will be flashing here) and click on the checkmark as shown.
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STEP 4
Fill out the relevant details NOTE: you do not have to fill out all details. Important Fields are: - Address - Telephone Number - Fax Mandatory fields are: -Post Code -Rep/Advisor -Source Click the flag icon on the bottom right when the necessary values are entered. |
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