Create a Customer Profile

Summary

Create one clean customer record that the team can actually find and reuse during later service.

Before you begin

• Search first so you do not create a duplicate profile
• Collect only the customer details your process really uses
• Know the minimum information your team expects before saving

Steps

1. Open the create-customer flow from Customer Directory.
2. Enter the core customer details carefully.
3. Review spelling and matching details before saving.
4. Save the new profile.
5. Reopen it and confirm the record can be found through normal search.
6. Continue with notes or service usage only after the base profile is correct.

Troubleshooting