Creating a new Customer Record
To create a new customer record click the + button in the top navigation bar, New Customer window will open.
Reference – enter the exact account reference as per account package in use, some account packages may not require this as mandatory, please consult Tricorn for further details
Name – enter name of customer
Address – enter address details
Post Code – enter post code details (used as reference to googlemaps)
Tel – enter telephone number
Email – enter email address
Fax – enter fax number
Contact Details
Name – enter name of contact, use drop down for name title
Position – enter the position of contact