You can create a new customer record by selecting Customer-> Create Customer from the menu under the Customer tab.
You can also access the New Customer screen by clicking on the Customer Tab and selecting Create on the main screen.
In customer records, email field is required. An email address can not be entered for more than one customer.
The name, phone and note fields are optional.
You can customer to an existing group by entering the name of one of the existing groups in the Add To Group entry.
Once you have entered the required information, you can create the customer record by clicking Create Customer.
You can enter customer records in bulk with Excel or CSV file.
You can enter customer records in bulk by selecting Customers-> Import Customers from the menu under the Customer tab.
You can customer to an existing group by entering the name of one of the existing groups in the Add To Group entry.