How do I add a customer?

You will have created a customer record that invoices, orders and bookings can attach to.

Before you start

You need permission to write customers. Have the first and last name and an email or a mobile number.

Steps

1. Open CRM → Customers and press Add Customer.
2. Choose Individual or Company. A company needs a company name.
3. Enter the first and last name and an email or mobile (at least one).
4. Add what you know: phone, national ID (or the company's national ID), province, city, address, postal code, a note. The assignee defaults to you.
5. Optionally set a portal password.
6. Save.

What you will see

The customer is created with a code like CU-23 and opens on its profile page.

If something goes wrong

• A phone or email used by another live customer is refused with a message that does not say which field.
• Iranian rules (mobile 09xxxxxxxxx, 10-digit national IDs and postal code, province picker) apply only in the Farsi admin.
• To let them sign in to the portal without typing a password for them, use Invite customer instead.