Creating a customer
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Prerequisites
Introduction
Customer records gather all necessary information, such as full name, address, telephone number, e-mail, and other relevant data. Keeping this data in a customer management system is very important.
With a complete record, it will be possible to establish a more individualized and effective communication with a customer, which allows offering them products or services better suited to their needs and preferences.
Creating a customer
Watch the video below to learn how to create a customer:
- To have the attribute fields available on the contact creation screen, associate the desired attributes in the External user / Company contact section of the Configuration > General parameters (AD033) menu. Access the SoftExpert Administration general parameters article to learn more.
- Contacts added as external users will be available for viewing purposes in the SoftExpert Administration > File > External user (AD060) menu.
- To create customers with more fields available, it is possible to use forms from SoftExpert Form. To this end, the Form company type tab must have a form associated. Access the Creating company types article and learn more.
Conclusion
With the record complete, the customer will be created. It is also possible to create a customer from an existing company. To do so, refer to the Creating a customer from an existing company article.