Adding Customers

Procedure

To add customers:

1. Select Customer Analysis.
   The Customer Search screen appears.

2. To confirm that the customer record does not already exist in eCredit, enter search information for the customer. How?

3. Click Search.
   The Search Results section lists all customers meeting the search information. To sort the Search Results section, select any column header and the results are sorted by that information in ascending order. If you click the header a second time, the results are sorted in descending order using that column header.

If the number of customers exceeds a maximum number, the list does not include all your customers. In this case, you must enter more precise search information to view the additional customers.

4. If the customer for whom you are searching does not appear in the Search Results section, click Create New Customer at the top of the screen.
   The Create New Customer screen appears.

To expand a section, click the right-pointing arrow  next to the section name. Your administrator chooses the sections that are expanded by default.

5. Enter the basic information for the customer.

Enter the legal address in the Address Information section. The legal address is required for saving basic information, and eCredit records the first address entered as the legal address.

6. Click Save.
   The Basic screen and customer links appear. The Basic screen contains the information you entered on the Create New Customer screen.

7. To add a different address type, in the Address Information section, click Add.
   The Address screen appears.

8. Enter information for the address, and click Save.

Related topics

• Adding Customers from Parent and Ultimate Parent Information