The customer
is the individual who is registered in the client's portal as a user. Customer
can be added by the clients themselves by using their portal. They can add a
customer and can also edit them if they want.
Step-by-step
guide on How to add New Customers
1. Navigate to 'Add Consumer'
- Click on ‘Consumer’.
- Click on 'Add Consumer'.
2. Fill all the required details.
- Name: Name of the Customer (Mandatory).
- Email: Email of the Customer (Mandatory).
- Phone: Phone number of the Customer (Mandatory).
- Profile
Picture: Profile Picture of the
customer (Optional)
- Birth Date: Of the consumer (Optional).
- Street
/City/Tehsil/State/Country/Zip: This complete section will cover the complete
address of the consumer (Optional).
Click on ‘Save’ button. These steps will
help you to add a New Consumer.
Conclusion
This is the process you will follow to successfully add a customer to the system. By completing these steps, you will be able to add customer details quickly and accurately.