tqExpert Help

Create a Customer Record

A tqAdmin (with suitable permissons) can use this procedure to create a customer record.

To create a customer record

  1. At the top of the navigation panel, click General Module Group icon to access the General module group.
  2. On the Module toolbar, click Customer Management Customer Management icon.
  3. On the parallel topics menu of the Content Management page, click Add Customer.
  4. On the Add Customer page, on the Basic Information tab, enter the relevant information.
  5. For login to restricted areas of your Website, make sure to define User Name and password.
  6. On the Additional Information tab, enter the relevant information.
  7. To enable inclusion of the customer in mailing lists, make sure that the Part of mailing-list value is Yes.
  8. If needed, type information on the other tabs.
  9. Click Save.

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Topic: Create a Customer Record