Adding a New Customer Record in AMS

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1. Log in to the Sales side of the Agile Windows application.

2. Select the Customer icon.

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

4. The Quick Add Customer window will pop up. The First and Last fields have asterisks by them, indicating that they must be filled out in order for you to create the record.

5. Some customer information is optional, but still useful to fill out, such as the Email, Billing Address, and Phone Number fields.

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

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