• 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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