Steps to create a customer profile:

1. Click on the "Green Plus Sign". This will open the "Edit Form".
2. Enter the "Code" and "Description" for the customer
   1. "Code" is a unique alphanumeric code to  uniquely identify each record.
3. Enter below details
   1. Contact Person
   2. Address
   3. Town
   4. Country
   5. Phone Number
   6. Postal Address
   7. Email
4. Enter "Notes" to add additional information.
5. Save
6. Delete will mark a record as deleted.
   1. Deleted records will not appear in any lookups.
   2. Edit the record and "Un-tick" delete to activate a record.
7. "Display Order" determines the display order of the list where the customers are used.
8. Use the "Pencil" icon to edit details.
9. Expand into the details to add "Notes" and " Attachments ".

Figure 1: Customer Maintenance