Home → Employee Onboarding → Hierarchy - Customers → Create a New Customer

12.1. Create a New Customer

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  1. Go to the Hierarchy -> Customer page
  2. Click New in the upper right hand corner.
  3. Enter the required data:
    1. Customer Name
    2. Description
    3. Bureau
    4. Contact name, address and email
  4. Click Save.

 

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