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To enter a new customer

To enter a new customer into the database you must first access the Customers Manager by clicking the Customers Manager icon.

  1. Click the New Customer button.
  2. The text "New Customer" will automatically be placed in the field labeled "Primary Last Name." Replace this text with the last name of customer you want to enter into the database. There is the option to include both a primary and secondary name, though the customer data will always be associated with the primary last name. The secondary name will not appear in the Customer Name List.
  3. Enter the customer's contact information in the Customer Data section and any notes in the Customer Notes section.
  4. Save the data by clicking the Save button.

See Also

Basic Operations

To delete a customer

To load a project

To delete a project

To create a new project