How to Add a New Customer
Last updated 22/Aug/2025, JW
This article explains how to add a new customer within the DASH, from accessing the Add Customer page to viewing the customer’s details after creation.
Creating a Customer
- Accessing the Customers Page
In DASH, click the Customers button.
Select Add Customer from the menu.
- Enter Customer Details
In the Customer Name field, type the full name of the customer.
Click the option Add new customer called [Customer Name] to proceed.
- View Customer Details
Once submitted, the system will redirect you to the newly created customer details page if successful.
After creating the customer, you can input necessary details such as Contact numbers, Email addresses, and Postal address.
| Field | Description | Example |
|---|---|---|
| Contact Numbers | Customer’s phone numbers for communication | +44 7911 123456 |
| Email Addresses | Customer’s email address for correspondence | johndoe@email.com |
| Postal Address | Customer’s residential or mailing address | 123 Main St, London, UK |
This ensures the customer profile is complete and accurate.