How to create and edit a customer

Create a customer

Search for	Example	Results
A single word	`cat`	Topics that contain the word "cat". You will also find its grammatical variations, such as "cats".
A phrase. You can specify that the search results contain a specific phrase.	`"cat food"` (quotation marks)	Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase.

Search for	Operator	Example
Two or more words in the same topic	`AND` `and` `+` (plus symbol) `&` (ampersand)	`cat AND dog` `"cat food"+milk` `"cat food"&"dog food"`
Either word in a topic	`OR` `or` `\|` (pipe)	`cat OR dog` `cat \| dog`
Topics that do not contain a specific word or phrase	`NOT` `not` `!` (exclamation point)	`NOT cat` `! dog`
Topics that contain one string and do not contain another	`^` (caret)	`cat ^ mouse`
A combination of search types	`( )` parentheses	`cat + (dog \| mouse)` `cat \| dog + (! mouse)`

From the main menu, click Customers.

Click New.

Complete the form with required information. See Customer details below.

Click Save.

Edit a customer

From the main menu, select Customers.

Click the customer in the ID column to display the selected customer.

Click the tab you want to view or edit. See Customer details below. The General tab is displayed by default.

Save the changes.

Customer details

General tab

Field	Description
ID	Customer ID.
Full Name	Full name of the customer.
Short Name	Short name of the customer.
Contact	Contact information of the customer.
Phone	Phone of the customer.
Email	Email of the customer.
Description	Description of the customer.