1. Select “Lists” from the the main navigation, then select “Customers”.
2. Click into the “Add New Customer” section.
3. Provide a Customer ID and complete the appropriate fields of information. You may also click “Add Photo” to upload a photo. For more information on the printed name, see the article, What is a customer’s printed name
4. Add contact methods. Start by searching for a contact name from your contact list.
5. When complete, click “Save Customer”.