How to Add In a New Customer
This help sheet explains how to add an individual record. To learn how to import a spreadsheet of customer data, please click here.
Step 1: From your Aimpro dashboard, click on Contacts > New Contact
Step 2: In the Create Customer window, complete the fields shown.
None are mandatory but it's best practice to fill in as many as you can. Click ‘Save’ when you're done.
Step 3: Now that the record has been created, you can add in additional contacts, addresses, payment info, etc.
Adding a logo is a really good idea, as this will show on all presentations, quotes, orders and invoices you send to your clients. Here's a help sheet on adding a logo to a customer record.