Adding Customers

To add a new customer, navigate to ‘CRM’ > ‘Customers’ and click ‘Add Customer’ in the top right-hand corner.
You can use the search function at the top of the page to search for any existing companies globally.

If the company does not appear in the drop-down, you will need to enter the company address and main contact details manually in the fields below.
You can also apply a customer type by clicking the drop-down arrow. You can also set up new customer types using this guide. Once you are happy with the information you have input, press ‘Save’ in the top right-hand corner. Your new address will now be in the address book.