To add a new customer record, simply follow these steps:
1. Launch your attachedCustomers app and from the grid, click on ADD link.
2. At the next screen, fill in all the detail information for your customer project.
(a) Project Name - Give your customer project a unique name that will help identify the project.
(b) Primary Contact - Enter the name of the primary Customer contact associated with this project. Note: Once you enter the required information for the record and hit SAVE, the Project Contacts area will be updated with this primary contact information.
(c) Project Type - Select a value from the drop-down list to assign a project type.
(d) Project Status - Select a value from the drop-down list.
(e) Status Date - This will default to today's date but you can change it.
(f) Project Stage - If applicable, assign a project stage to the record.
(g) Project Memo - You can enter a brief general note about the customer project in this field.
3. You can then add additional contacts related to this customer project as well as assign it to an internal staff members or project owners.
You can also add a new Customer record directly from the Contacts detail screen.
The contact that you have selected in the detail screen will become the Primary Contact for the new Sales record you add.