Step 1.To create the "Customer" first you need to go to the "Customer Center" page.

which can be assessed from the left menu by clicking on 'Sales' than the customer center.

Step 2. Once you are on the  Customer Center page click on 'Customer' on the left table and from the right table click on the 'Add Customer' button.

1.Customer Button: Customers button will show your customer list its opening balance and data on the right side table. 

2.Transaction Button: This button will show the transaction list and other options which are explained on the transaction heading below.

3.Adv.Search: Users click the Advanced search button, which shows our customer's advanced information. 

4. Search Field: In this field, users can search company names who are already their customers.

5.Search Button: After entering the search term in the search field users will click the search button to generate the search results.

6.Refresh: After doing a one-time search if users want to search another term then click on the Refresh button.

7.Show InActive: User can select "Checkbox" then it will show to the active customer. 

8.Customer List: This table will display the customer list by default you can search for your terms from the search field.

9.Open Balance: This table will display the opening balance of the customers if its present otherwise it will be zero.

10.Add Customer Button: User click the "Add Customer" button a new form window will open where you have to enter your "Customer" details.

11.Edit: Users click the 'Edit' button then we have a new screen open that we can update the existing record.

12.Customer Name: This term will depend on the left side table when users will select a customer on the left side its data will be displayed on this table. The customer name will be the name of the person dealing with that company.

13.Industry: Customer's "Industry" name will be displayed in this header.

14.Street Address: Customer "Street Address" will be displayed in this header.

15.City: Customer's city name will be displayed in this header.

16.State/Province: Customer's "State/Province" name will be displayed in this header.

17.ZipCode: Customer "ZipCode" will be displayed in this header.

18.Phone: Customer "Phone Number" will be displayed in this header. 

19.Alt.Phone: Alternate phone is used by users to contact their customers when the main phone number is not working if data is entered for Alt Phone it will be displayed here.

20.Fax: Customer "Fax" number will be displayed in the fax header.

21.Email: Customer Email address will be display here.

22.Primary SIC: Standard Industrial Classification (SIC) codes are four-digit numerical codes assigned by the U.S. government to business establishments to identify the primary business of the establishment.

23.Primary NAICS: The North American Industry Classification System (NAICS) is used by businesses and governments to classify and measure economic activity in the United States, Canada, and Mexico. NAICS is a 6-digit code system that is currently the standard used by federal statistical agencies in classifying business establishments.

24.Corporate Employee Size: Number of employees will be displayed here in this header.

25.Year Established: Year of established the customer will be displayed here.

26.Twitter: A Twitter account will be displayed in this header.

27.Linked In: Linked In account will be displayed in this header.

28.FaceBook: A FaceBook account will be displayed in this header.

29.Google Plus: Google Plus account will be displayed in this header. 

30. First Name: First name of the customer will be displayed in this header.

31.Last Name: Last name of the customer will be displayed in this header.

32.Mobile: Customers Mobile number will be displayed here.

33.Email: Customer Email address will be display here.

34.Emils: Customer Email address will be display here.

35.Date: Date of the "Email" will be displayed here.

36.From: This is a sender Email id that will be displayed here.

37.To: This is the Recipient Email id will be displayed here.

38.Subject: The subject of the Email address will be displayed here.

39.Add Note: Users click the "Add Note" button a new pop up window will open where you have to enter your "Note" details.

40.Notes: Customer "Notes" will be displayed here.

41.Medium: Customer "Contact Medium" will be displayed here.

42.Entered Date: Customer "Entered Date" will be displayed here.

43.Action Date: Customer "Action Date" will be displayed here.

Step 3. Users click the "Add Customer" button a new form window will open where you have to enter your Customer details.

1.Customer Name: Users can enter the 'Customer Name' in this field.

2.Industry: Users can choose one of the 'Industry' in this dropdown.

3.Service: Users can choose one of the 'Services' in this dropdown.

4.Billing Street Address: Users can enter the 'Billing Street Address' of the customer in this field.

5.City: Users can enter the 'City' name of the customer in this field.

6.ZipCode: Users can enter the 'ZipCode' of the customer’s location in this field.

7.State/Province: Users can enter the 'State/Province name' of the customer in this field.

8.Country: Users can choose one of the 'Country' in this dropdown.

9.Phone: Users can enter the 'Phone number' of the customer in this field.

10.Fax: Users can enter the 'Fax number' of the customer in this field.

11.Primary SIC Code: Standard Industrial Classification (SIC) codes are four-digit numerical codes assigned by the U.S. government to business establishments to identify the primary business of the establishment.

12.Primary NAICS: The North American Industry Classification System (NAICS) is used by businesses and governments to classify and measure economic activity in the United States, Canada, and Mexico. NAICS is a 6-digit code system that is currently the standard used by federal statistical agencies in classifying business establishments.

13.Corporate Employee Size: Number of employees in the company.

14.Year Established: Year of established of Customer.

15.Twitter: Users can enter the twitter id of the customer in this field.

16.Linked In: Users can enter the 'linked in' id of the customer in this field. 

17.Facebook: Users can enter the Facebook id of the customer in this field.

18.Google Plus: User can enter the 'Google Plus' id of the customer in this field.

19.First Name: Users can enter the 'First Name' of the customer in this field.

20.Last Name: Users can enter the 'Last Name' in this column.

21.Mobile: Users can enter the 'Mobile number' of the customer in this field.

22.Email: Users can enter the 'Email Address' of the customer in this field.

23.Same as above: Users can select this "Checkbox" then it will be selected by default which means to the above "Customer" portion.

24.Address Name: Users will select the address type from this list “Main” will be selected by default which means this is the main address of the customer.

25.Street Address: Users can enter the 'Street Address' of the customer for shipping it can be the same as you have written in the Customer Info.

26.City: Users can enter the 'City name' of the customer where the shipment has to be made.

27.Zip Code: Users can enter the 'ZipCode' of the customer’s location where the shipment has to be made.

28.State: Users can choose one of the 'Level' in this dropdown.

29.Country:  Users can choose one of the 'Country' in this dropdown.

30.Phone: Users can enter the 'Phone number' of the customer where the shipment has to be made.

31.Fax: Users can enter the 'Fax number' in this field where items/products will be shipped this field is not necessary because some customers don’t use Fax.

32.First Name: Users can enter the 'First name' of the customer to whom shipment will be done this can be the same as you have written in the customer info.

33.Last Name: Users can enter the 'Last name' of the customer to whom shipment will be done.

34.Email Address: In this field, users can enter the 'Email Address' of the customer where items/products will be shipped.

35.Opening Balance: Users can enter an 'Opening balance' for the customer in this field.

36.Opening Balance Date:  Users can enter the 'Opening Balance Date' of the customer in this field. 

37.Payment Method: Users can choose one of the 'Payment Method' in this dropdown.

38.Payment Term: Users can choose one of the 'Payment Term' in this dropdown.

39.Sales Tax Code: Users can choose one of the 'Sales Tax Code' in this dropdown.

40.Credit Limit: Users can enter the credit limit for the customer in this field.

41.Customer Type: Users can choose the "Customer type" in this dropdown list.

42.Sales Rep: Users can choose one of the 'Sales Rep' in this dropdown.

43.Resale Number: Users can enter the  "Resale Number" in this field.

44.Date Time Created: This field will show the current date and time when the record is being created.

45.Date Time Modified: This field will show the date and time when data was modified last time.

46.Is Active: Users will select the status of the customer from this drop-down list.

47.Is Customer OnHold: This link will take you back to the customer list

48.Save This button will "save" your customer to the list.

49.Save & Continue: If you click "Save and Continue", then it will show you continue that you saved.

Step 4. Users click the "Add Note" button, we have a new pop up window open in which we can 'Add Notes'.

1.Contact Medium: Users can select the type of "Contact Medium" in this field.

2.Other Means: No Edit:

3.Entered Date: User can select "Entered Date" in this field.

4.Action Date: User can select to perform "Action Date" in this field.

5.Meeting Invite: Users can send Messages to "Email".

6.Comments: Users can enter the "Description" in this field.