Adding a New Customer Record

Learning Outcome

On successful completion of this lesson, students will understand how to add a new customer record.


  1. In the “Customers Module”, click the ‘New’ button next to ‘Customers’

Customer Record image v45.1

  1. A new ‘Customer Record’ box will open

Customer Record image v46.1

  1. Only the ‘First Name and ‘Last Name’ fields are required. However, the more information that you enter the more targeted your searches will be.

Click on the module folders in the left-hand pane to access more information

Lesson Video

To find out more about how to create a new customer click the ‘New Customer Video‘ link or the button below:


Back to: Lessons > Customers - Level 1