Entering a New Customer
Before you can begin customer-related activities, such as entering policy information, logging activities, and tracking claims, you must create the customer.
- Click New Customer. The Customer data entry form appears.
- Enter the pertinent information for the customer, paying close attention to the required fields. More...
- When you are finished entering customer information select Save and Close. The Customer Center displays the new customer information.
What's Next?
View or modify customer information using the selections on the sidebar.
Sidebar menus:
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