Creating a New Customer Profile

Introduction

This topic explains the procedure for creating a new profile for a customer.

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Steps to Create a New Customer Profile

1. Click the burger menu.

   

2. Click Contacts.

   

3. Click the Add icon.

   

4. Select Customer Type from dropdown list:

   

   1. Individual
   2. Business

5. Enter customer details:

   

   1. Prefix*: Select the appropriate title from Select Prefix dropdown list.
   2. First Name*: Enter the customer's first name.
   3. Last Name*: Enter the customer's last name.

6. Country*: Select the customer's country from dropdown list.

   

7. Enter phone number:

   

   1. Phone Number: Select country code from dropdown list and enter the primary contact number.
   2. Secondary Phone Number (Optional): Select country code from dropdown list and enter the secondary contact number.

8. Email: Enter the customer email address.

   

9. Gender: Select gender from dropdown list.

   

10. Select Age* type from dropdown list:

    1. Date of Birth:

       • Birthday*: Enter the customer's date of birth manually using calendar icon in mm/dd/yyyy format.

         

    2. Age Range:

       • Age Range*: Select the customer's age range from the dropdown list.

         

11. Click Save to complete the customer profile creation and navigate to Customer Address page.