This guide provides a straightforward process for adding a new customer to the system, making it essential for users who need to efficiently manage customer data. By following the steps outlined, users can ensure accurate and complete entries that streamline operations. It is particularly useful for those unfamiliar with the CRM interface, as it breaks down the process into manageable tasks. Viewing this guide will help enhance your data management skills and improve overall workflow efficiency.
1. Navigate to https://centraltis-us.kodaris.com/operations/home/dashboard
2. Click "CRM"
3. Click "Companies"
4. Click the icon to add a Company
5. Type the Company Name
6. Click "Add"
7. Click on the Customer Type and select the correct Customer Type.
8. Select the Correct Customer Type.
9. Click the "Primary Email" field and enter the Email Address
10. Click country and select United States.
11. Click the "Line 1" field and begin to type the address.
12. Select the Address when it appears in the list.
13. Click "Location"
14. Select the "home" branch for the customer from the drop down list.
15. Click the "AP Manager" field and enter the AP Contact at the customer if known.
16. Click the "AP Phone #" field and enter the phone number for the AP Contact.
17. Click Save to ERP to send to CSD.
18. Once it has been sent to the ERP, you will see the customer number in the Summary section.
