Search and Add Customer

To search customers:

Open your Dashboard
Select Customers from the Main Navigation menu on the left
Select Customer List
Start typing Customer information – by name, number, company, address, etc.

To add a customer:

If no matching results are in the system, select + New Customer and you will be able to add all customer details

For more about adding customers, see Create a Customer.
If this page is used frequently, you can create a Shortcut.