How to create a customer?

From the main menu, select Customers. From here press the Create Customer button.

In the customer create form, you will set the Customer External ID, which is the unique identifier for the Customer used by the client. It is typically the customer ID from the CIS system. Enter the billing address and press the Create button. Note that a customer can have multiple accounts. The contact information, SMS and email, reside with the account to allow notification control at the account level.

Once you have created the customer, review the details for correctness. You can edit the name and billing address from the edit tab.