Home Knowledge Base TapOrders & TapWorkflow How to Add a Customer Record

TapOrders & TapWorkflow

TapOrders & TapWorkflow

How to Add a Customer Record

 
  1. Click on the Orders Section header
  2. Click on Orders
  3. Click on Customers
  4. Click the Add New button next to the Customers header
  5. Fill in all the Required fields (marked by a red asterik *)
  6. Fill in any optional fields you want
  7. Click the Create button at the bottom of the page