The Service Provider can create new Customers and update existing ones on the Claritum system. The Customers will then be available for selection in Project workflows.
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From the main menu, select Customers.
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| title | The Customers page opens... |
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On the Customers page, click the New Customer button.
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The New Customer > Details page opens.
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Details
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On the Details page, complete the required fields and click Save. Image Added | Note |
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| title | New Customer Details |
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| | The only mandatory field is Name. The other fields are to be completed at the discretion of the Service Provider. Some fields will be useful to one Service Provider, but not another. Fields can be easily edited after a Customer is created. |
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