Adding a New Customer Record in AMS

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1. Log in to Sales.

2. Select the Customer Icon. (Image 2)

Image 2

3. At the bottom of the Customer Search window, click the Add New button. (Image 3)


Image 3

4. In the Quick Add Customer page, the fields that have an asterisk are required customer information. (Image 4)  


Image 4

5. Some customer information is optional, such as the customer's phone number and email. (Image 5)


Image 5

6. Once you have filled in the customer's information, select OK to finish creating the new customer record.

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