How do I create a new customer record?

How do I create a new customer record?

Watch this short video on how to create a new customer record:

Or read the instructions below.


To create a new customer record an Agent needs to perform the following steps:

Step 1:

Navigate to the appropriate Switchboard brand portal in a web browser and select the "Customers" tab. 

Step 2:

Click on the "New Customer" button located to the right-hand side of the Customer Search input fields (See Figure 1) 


Figure 1: Create Customer Button

Step 3:

The Agent will now be presented with the New Customer Modal (See Figure 2) 

Figure 2: New Customer Modal

Step 4:

Enter the customer first and last name, as well as the customer telephone number into the appropriate input boxes. 

Step 5:

To create the new customer record, click on the "Create Customer" button. 

Step 6:

To cancel the creation of a new customer record, click on the "Close" button, or on the 'X' button located on the top right-hand corner of the Modal. 

It's important to note that all of the customer details fields are mandatory when creating a new customer record and that as soon as a new record has been created, the Agent will be directed to the newly created customer's Customer Detail Page to proceed with capturing an order (See Figure 3).

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Figure 3: New customer details page.


 


 


 


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