Adding a New Customer Group

To add a new customer, click the ‘New Customer’ button on the search results page.

See below for an example of the ‘New Customer’ interface.

All required fields will be highlighted in yellow. Until the required fields are filled, the transaction cannot be submitted.

Note: The system will not allow the addition of duplicate customer groups.
The uniqueness of a customer group is determined by the combination of the primary owner name and phone number.