Table of Contents
Step 1 – Navigate to Customers area #
To Create a new Customer or to Edit an existing Customer, click on the Profile section found at the top right-hand corner of the top Menu bar. Users with Manager permission will see a ‘Manage Admin’ section above Logout that will take them to the Users and Customers area:
Click on ‘Manager Admin’ will open the Admin screens as below. Select the Customers section:
Step 2 – Create new Customer via Companies House search #
