SALES CRM, Sales, and POS task guide
8.2.1 Create and Maintain a Customer Open Customers. Select New Customer. Enter legal or trading name, industry, lifecycle status, billing contacts, addresses, and tax identifiers required by your organization. Save the record and verify the customer appears in both list and table views.
Open Customers. Select New Customer. Enter legal or trading name, industry, lifecycle status, billing contacts, addresses, and tax identifiers required by your organization. Save the record and verify the customer appears in both list and table views.
Source: Eprecus user manuals, vol-05-crm-sales-pos.pdf