Add Customer
Path: Customers > Add Customer
Organizations can sell their maintenance services. For example, if you maintain an apartment building, each occupant is a customer. The Add Customer window is used to create records for your customers as well as the times of day they are available.
REMINDER: The Customers module is limited to Eagle CMMS Professional.
Create a Customer Record
Click Add Customer on the menu or choose the Add button on the Customers > View All window:
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Complete the required fields indicated by a red asterisk: First Name, Last Name, Email, and Account #.
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Include other optional fields as needed.
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Select the Save button.
When the window refreshes, the Customers > View All window opens. You can edit the record using the sections that are now visible to add Invoices or view Attachments.
NOTE: Your existing records can be uploaded to create new records in Eagle CMMS using the instructions found in MultiData Templates.