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