You can also search for it within the search bar on the dashboard. Type create and click on Customer Create in menus.

 

 

 

 

 

 

All three will take you to a contact form.  Which will be blank. 

You will need to fill this in. 

Our system is linked to royal mail so you can input a postcode and search for the address. 

Check over the details and click Create Contact. 

 

This will take you to the Main Details page for this customer. 

You can then add further details at this point such as a telephone number.

 

 

When you scroll through the page there is extra information you can add.

 

 

Here is where you can add additional addresses for the client. 

Click on Add New 

 

This will take you to another contact form. Try to fill in all the relevant information, the more information, the better. Make sure you click Save.

 

Once filled in and saved . On the  left you will see a grey menu, click on  Main details at the top, this will take you back to the Main details page. The information you just imputed will then show up.