Create a Customer Record
A tqAdmin (with suitable permissons) can use this procedure to create a customer record.
To create a customer record
- At the top of the navigation panel, click
to access the General module group.
- On the Module toolbar, click Customer Management
.
- On the parallel topics menu of the Content Management page, click Add Customer.
- On the Add Customer page, on the Basic Information tab, enter the relevant information.
- For login to restricted areas of your Website, make sure to define User Name and password.
- On the Additional Information tab, enter the relevant information.
- To enable inclusion of the customer in mailing lists, make sure that the Part of mailing-list value is Yes.
- If needed, type information on the other tabs.
- Click Save.