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For SmartServer 3.6 and prior, see Managing Customer and User Accounts (Release 3.6 and Prior). |
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Open the Customers widget.
Select the Customers widget Action button (
) and select the Create Customer action.
The Create Customer view appears.
Enter the customer information, including:
Customer ID – enter a customer identification number, such as the next sequential number (2 in this example).
Name – name of the customer
Short Name – short name used to identify the customer
Google API Key – used for access to Google Maps for maps display in the Locations widget.
Click SAVE.
The new customer is added to the Customers widget.
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