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Add a customer

  1. In the left menu, select Customers.

  2. Select Add Customer.

  3. Type the customer’s Name.

    Only the name is required to save a customer. Their email, phone number, and address are needed before you can submit an order for them. The company is optional.

  4. Fill in Company, Email, and Phone Number.

  5. To add a project at the same time, select Add project and type its name. Select Add area under the project to add an area, such as “Kitchen”.

  6. To add the customer’s address, select Add address and fill in the fields.

  7. Leave Share with team checked to let other Order Managers edit this customer and create orders for them, or clear it so only you can. Either way, every Order Manager can view the customer. Only an admin can make a shared customer private later. If you don’t see Share with team, skip this step. Designers never see it: they can’t share customers themselves. An admin can.

  8. Select Create Customer.

The customer’s page opens. From here you can add more projects or create an order.

Video follows the steps above: contact details, an optional first project and area, the customer's address, and Create Customer, ending on the new customer's page.
Section titled “Related”