Add or edit a customer

Search for the existing record before adding a customer. One customer can have several contracts.

Add a customer

1. Select New in Sales Manager and enter the customer name.
2. Under Colours, select the coloured control beside Text Colour, choose a colour, then select Confirm. Cancel keeps the previous choice.
3. Select the control beside Background Colour, choose a colour and Confirm.
4. Check the name preview against both colours, then select Save. A customer name is required.

The new customer uses the selected colour pairing. The shared customer selector uses the same creation form.

Edit a customer name or colours

1. Open the customer in Sales Manager and select its editable name in the heading.
2. Enter the corrected name, finish editing, and check the saved heading.
3. Open the heading’s options menu and choose Edit Customer Theme.
4. In the theme dialog, select Text Colour and adjust the colour picker for the text.
5. Select Background Colour and adjust the picker for the background. Check the selected pairing.
6. Select Submit to save both colours. Closing the dialog without Submit leaves the pairing unchanged.
7. Check the customer’s displayed theme. To add a different business, return to All Customers and use New instead.

Renaming updates the same customer identity. Its contracts remain attached to that customer.

Next, create a contract. To remove an inactive record from the list, archive it.

FAQ