Adding a New Customer

Last Updated : Nov 20, 2020 |
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This process can be used to add a customer to COM if they have not been added automatically.
  • This is only supported for Administrator users.
Before you begin
  • Before adding a customer, you must first confirm that the customer system has been enabled for COM support. See System Configuration for COM.
  1. Click on Views and then click on Customers. The list of existing customers is displayed.
  2. Click Add.
  3. Enter the customer details. See Customer Account Settings.
  4. When you have added all the customers information, click Test Connection.
  5. The menu indicates if the connection was successful or not.
  6. If the connection was not successful, make any changes necessary and click Test Connection again.
  7. When finished click Save.
Related links
Adding, Editing and Deleting the Listed Customers