10.2 Adding New Customers

Adding New Customers

This page describes adding new customers into the Clarizen system and includes the following sections:

 

​ About Adding New Customers

New customers can be added to Clarizen from the Navigation Panel, a Relations Panel Add Related link, as well as from the Customers module.

Adding New Customers via the Navigation Panel

  1. Click

    The Navigation Panel opens.
  2. Click New and select Customer. ​

The Add New Customer pop-up window or in-line editor opens.

Note: Clarizen in-line editors are equipped with and ​ options, whereas pop-up windows are not.
Layouts for defining new items can be configured to display information and/or fields as pop-up windows or as inline editors by your organization's Admin user, via Layout Settings.

​​

 

Figure 1: Add New Customer Pop-up Window

  1. Enter the new customer's name.

    To upload a custom icon , click the default case icon on the left.

  1. Enter the new customer's business address.
  2. Enter the new customer's billing address.
  3. Click

​The new customer details opens in Item Detail view.

 

Adding New Customers via Add Related

  1. Navigate to any of the following modules:
  • Bugs module
  • Cases module
  • Discussions module
  • Issue module
  • Projects module
  • Requests module
  • Risks module
  • User Groups module
  • Work Items module

Note: The inclusion of any or all  modules in the Navigation Panel is defined by your organization's Admin user via the Layout Settings.
  1. Select an item in the grid.
  2. On the ribbon, click

​OR

  • Scroll to the bottom of the Relations Panel, and click the 'Add Related' link.

The Add Customers multi-find window opens.

Figure 2: Add Customers

  1. Select a customer or multiple customers from the list of available customers.

    OR
  • Click

The Add New Customer pop-up window or in-line editor opens.

  1. Follow Steps 3 through 6 of Adding New Customers via the Navigation Panel, above.
  2. The added customer appears in the Add Customers multi-find window under Your Selections.
  3. Click

    The new customer's details open in Item Detail view.

 

Adding New Customers via the Customers Module 

Note: The inclusion of the Customers modules in the Navigation Panel is defined by your organization's Admin user via the Layout Settings.

  1. Navigate to the Customers modules.
  1. On the ribbon, click

The Add New Customer pop-up window or in-line editor opens.

  1. Follow Steps 3 through 6 of Adding New Customers via the Navigation Panel, above.

The new customer's details open in Item Detail view.

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