Adding a New Customer
In EZTrack360, you can easily add new customers to maintain an accurate database and manage relationships effectively. Follow these steps to add a new customer:
Step-by-Step Instructions
-
Navigate to customers by clicking PEOPLE in the left sidebar, then select Customers.
-
On the Customers page, locate and click the Add Customer button, usually indicated by a Plus (+) icon at the top right of the page.
-
In the Add New Customer form, fill in the following fields:
- First Name: Enter the customer’s first name.
- Last Name: Enter the customer’s last name.
- Email: Provide a valid email address.
- Phone Number: Add a contact number (optional).
- Company Name: Add the organization name the customer is associated with (if applicable).
- Website: Enter the customer’s website URL (optional).
-
Once the form is complete, click the Save button to add the customer to your database.
Tips for Managing Customers
- To edit a customer’s details after adding them, click on their name in the customer list, which will open the customer profile. Then, click the Edit Customer button to make changes.
- To link contacts to a customer, go to the Contacts tab within the customer profile.
- If you use QuickBooks Online and want to sync customers, ensure your QuickBooks integration is enabled in Settings. You can then use the Import from QB or Export to QB buttons on the Customers page.
Troubleshooting
If the Add Customer button is not visible, ensure you have the necessary permissions to manage customers. Contact your account administrator for assistance.