How to create a new customer while creating a Job?
1. Click the 'Create New Job' button to access the New Job Form.
2. In the New Job Form, click on the "New Customer" hyperlink
3. It will initiate a pop-up with the New Customer Form.
Note: The Create New Customer Pop-up displayed here will only capture minimal information required to perform a job. If you would like to create a complete customer profile, use one of the two methods listed above. Related Articles
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