Customers

Use Customers > Customers to find, create, and maintain customer records.

Add a customer

  1. Open Customers > Customers.
  2. Choose the option to create a new customer.
  3. Enter the customer's information and review the visible Customer Number.
  4. Save the customer.
  5. Add the customer's Properties or service locations as needed.

Find and update customers

Use the customer list and available search or selection controls to open an existing customer. Review and update the customer information, Customer Number, active status, and related properties as needed.

Inactive customers

Inactive customers can be excluded from normal operational lists while their historical billing information remains available. Making a customer inactive does not delete that history.