Create new customer


To add new customer, click on "Customer" Menu. As shown in below screen. After Clicking on Add Customer you will be redirected to create new Customer page as shown in below figure. 






After clicking on button customer form will open as shown in below figure. 


Customer data is divided into 2 segments. One is customer account information and other is mapping of associated Work Category for customer. Please fill the form and map the customer associated Work Category for their tasks you need to work on, Please click on "Submit" button to store the customer information.

Fill in all the mandatory fields. Further some custom fields can also be added.




Note: To get list of Work Category first you have to setup the workflow. To Setup the Workflow please refer to Workflow setup module.