How to create a new customer?

1. Navigate to the Customer Management from the side bar

   

    

2. Go to the top right corner and click Create

   

    

3. Input customer details

   

    

4. Select if the customer is FMSCA verified, status, agreement on overwrite type (if applicable), requires POD and Rate Confirmation to be submitted, and additionally tags and notes can be added here for future reference

   

    

5. Indicate contact and billing information. Then click save at top right corner

   

    

6. Once saved, you can view or edit the information by selecting the newly created customer name from the CRM dashboard

   

    

   1. Top bar has several tabs to choose from. New information can be added or edited at tabs such as Customer, Contacts, Document, Tasks. Please refer to next steps for detailed review

      

       

      7.1 In order to create a new customer contact information (it is a contact information in addition to default contact information), navigate to top right corner and click Create. From there, fill in the form with contact details

      

       

      7.2 From Documents tab, one can create a new document type, bulk upload all the documents, and assign each uploaded document to document type. Once all the information is inserted, save the work by clicking Save button at top right corner.

      

       

      7.3 Create a task by clicking a "Create task" button at top left corner at Task tab. This feature comes in hand if you want to create a important notification for a given date

       

      

       

      7.4 Navigate to invoice tab and select the invoice ID

       

      

       

      Once inside the invoice's page, click watchdog button at bottom right

      cornerwhich open separate side window. Insert the note and deadline. Further

      this note will appear in Accounting and invoice section of Customer

      Management. Once deadline reaches, you will receive notification about the

      note created by a user