Add a customer

1. Open Customers and click Add Customer (on a phone, the + button).
2. Fill in a First Name, Last Name or Company Name. One of them is enough.
3. Enter the Email (required) and at least one phone: Cell, Home or Work. Each customer needs their own email: if another customer already has it, the form says who, with a link to them.
4. Start typing the Address; then check City, State and Postal Code.
5. Pick the Billing Type (Standard or Group billing) and the Status.
6. Under Notifications, tick how they hear from you before and after a Service.
7. Click Save.

Setting a customer to anything but Active sets all of their properties to Non-Active.