Set Up a Customer

How Do I...

Use this procedure to set up a new customer record.

  1. Click the Customers navigation aid on the Customers & Sales Navigation Center and select New Customer.

    Tip: From any task (transaction) window, you can type + or double-click inside the Customer ID field to set up a new customer.

  2. On the Maintain Customers/Prospects screen, enter a new customer ID, and complete the necessary information. You can use the Setup Advisor located on the right-hand side of the screen as a guide. Tell me more about this window and its fields.
  3. When you're finished filling in the information, select the Save button.
What do you want to do next?

Send an email message to a customer

Display a customer's Web page

Review a customer's status

Set up customer sales taxes

Display a customer Event Log

Change a customer ID

Perform other accounts receivable tasks