Creating a New Customer Record

To create a new Customer Record:

Create a Customer Record for each customer. Do not put multiple customers in a single customer record:

1. Under Systems, click Customers.

2. Click

3. Enter the customer information.

4. Enter an e-mail address for the administrator contact.

5. Enter an e-mail for the technician contact.

6. Click Submit and click Confirm.

After confirmation, your new customer is created. A Customer ID field is also available to be used by the Partner to further identify their end customers. After creating your customer it will be displayed in your Customer list with 0 Application Records. To create Application Record IDs for this Customer's products, see Creating Application Records.

Note: If you are a Distributor and you want to create a new Reseller account, see Creating Accounts for New Resellers.