Customer New

Follow the steps below to create a new Customer record. Required fields are marked with a red asterisk.

1. From the Modules menu, go to Contracts > Customers > New.
2. In the CustomerNumber field, type in a unique number to identify your new customer.
3. In the Customer field, type in the customer's name.

4. In the Segment list, choose your segment.

5. In the Type drop-down menu, select the appropriate Type code for your customer.  Type Codes include Hospital Affiliated, On Demand Customer, and Regular Customer.  You can add Type Codes using the Setup menu (Setup > Customers > Codes).
6. In the Status list, click the appropriate status of the customer.
7. In the Account list, select the account that the customer will be associated with.
8. Click Save.  

You are presented with the Customer Edit screen.  You should see your Customer Number in the upper-left corner of the screen; it cannot be edited.

Once you save the new customer record, additional tabs become available, and you will see an Addresses grid on the Main tab as well. See the Customer Edit - Main Tab topic for more information on adding addresses.