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Create Customer Page

You can create a customer by manually entering the customer's information into the XTRF system.
Name

The name the customer to be used in the system. The name can be short but must be unique (e.g. "Fantastic Translations" for "Fantastic Translations Inc.").

Enter the text into the field.

This field is mandatory.

Full Name

The customer's legal name which will appear on the customer's invoices (e.g. "Fantastic Translations Inc." and not "Fantastic Translations").

Enter the text into the field.

When you enter a name first in the Name field, XTRF automatically copies it into the Full Name field.

This field is mandatory.

E-mail

The email address of the customer

Enter the text into the field.

  • This field is mandatory.
  • Enter a valid email address.
Country

The customer's country of residence.

Click the drop-down list and select a country.

To enter a country into the system, go to System > Configuration > System Values > Countries.

Individual

The nature of the customer.

    • Select the tickbox if the customer is an individual person.
    • Deselect the tickbox if the customer is a company.

After you select the Individual tickbox and click Continue, the system automatically creates a contact person with identical data. For example, if you entered the individual customer Jane Smith, the contact person Jane Smith automatically appears on the Contact Persons tab.

Branch

The department, affiliate, subsidiary or regional office of your company which does business with this customer. A branch's ideal purpose is to serve as an organisational tool because you associate users and partners to it. Whenever you want to quickly locate such information as a specific quote, project or report, simply select the related branch.

Click the drop-down list and select a branch.

  • To create a branch, go to System > Configuration > System Values > Branches.  
ContinueClick to create the customer and advance to Contact Summary.
cancelClick to cancel creation and return to Customer Browse.