You can create customer by following the given steps:
STEP-1: Click on Prospects → Contact → Customers→ New Customer. The Customer form will appear.
STEP-2: Enter the Details.
STEP-3: To add Selectable Party, click on Add Party button.
STEP-4: Enter the details of your party’s basic, Address, Statutory Commercial and Customer details.
STEP-5: Click on Save. Shortly you will receive a success message if you enter the correct entries.
Click on Prospects → Contact → Customers→ List Of Customers. The list of customers will display.
You can edit your customer by following the given steps:
STEP-1: Select the customer that you want to edit. Right click on it. Select Edit Main Party. The form will display.
STEP-2: Edit the details of Customer.
STEP-3: Click on Save button.