How do I add a new customer?

To add a new customer, click the new button on the customer list screen. First and last name are required for every contact created, the other fields are optional. Once the required fields are entered, you can click the Save button.

If this is a group of related customers, like a family or company, you can add additional contacts by clicking the + icon. This will open a new blank customer card for you to enter the customer's information. Once you have entered the data, tab out of the field you are editing, and the system will automatically save the changes.