Start a new customer record

Open Customer Management and navigate to the new-customer screen without saving a customer.

Last verified 2026-08-22 · 2 min

Use Customer Management to open the new-customer screen. These steps stop before a customer is saved.

Start a customer record

Open Customer Management.
Select Add New Customer.
Confirm that the new-customer screen opens.

Customer Management page with the Add New Customer action highlighted

No customer is created until the customer form is completed and saved.

Open Customer Management

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