Setup Customer
1. Navigate to Customer -> Customer Accounts.
2. Click Add New Account.
![](https://cdn.prod.website-files.com/656a2fae21236d39b5805a4d/660303919fb51f2ceb3dfbef_2024-03-26%2010_03_01-Customer%20Accounts.png)
3. Enter Customer information.
This includes several categories of information:
- Basic Information (required).
- Address (required).
- Contract (required).
- Billing Rule (optional).
- Billing Code Design (optional).
- Dynamic Reference Field (optional).
- Financial (required).
- Ratings/Billing (optional).
- Notes
- File
- Balance
- View Mapping
- View Change Code
- Reference
- Other
- Attributes
- Deals
- Questionnaire
4. Click Save.
![](https://cdn.prod.website-files.com/656a2fae21236d39b5805a4d/660303a3b09bdcbfaffedada_2024-03-26%2010_03_47-Basic%20Information.png)
Edit Customer
1. In the Customer list select a customer.
2. A menu will appear, select Edit Account.
![](https://cdn.prod.website-files.com/656a2fae21236d39b5805a4d/660c382842b97af542ad47aa_2024-04-02%2009_53_31-Customer%20Accounts.png)
3. Use the navigation bar on the left to select the information you wish to edit.
![](https://cdn.prod.website-files.com/656a2fae21236d39b5805a4d/660c3998a536a3730234306c_2024-04-02%2009_59_33-Basic%20Information.png)
4. Edit Customer information.
5. Select Save.