Created Customer

A new customer can be created using the create partner wizard, where it can be created together with a contact.

We will create a new customer from the contact card using the function: Actions> Functions> Create as> Customer.

After selecting the function, you will see a message asking if you want to use the template to create a customer: "Do you want to create a contact ... Contact No. Contact Name.... as a customer using a customer template?"

After confirming the window, an overview of templates will be displayed for setting up the template according to which the customer is created (according to the template settings, fields are added to the customer card).