• Go to "My Customers" from the main menu.

  • Click "+" in the upper right corner.

  • Select "New Customer" on the list.

  • Required fields are indicated by * in the new customer form. Required fields are listed below.
    Title (Customer Title, eg ABC Inc.)
    Type (Customer Type, eg Active)

  • After you have completed the form, you can save it and return to your customer list.

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