Page Comparison

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1. Click on the Activities tab
2. Click on New 
3. Select on drop down and enter in communication method 
4. In notes enter notes of the communication method (e.g.: copy/ paste email)
5. Click on Save (a pop up box may appear requesting mandatory fields)
6. On the Addresses tab, enter the customer's address details. You must enter at least one address. See Card address for more information on customer addresses.
7. On the Settings tab, click the Customer Settings sub-tab and enter settings for the customer. At a minimum, you must enter the customer's payment term. See Customer settings to learn more about the fields on this tab.Events tab
8. Click on New
9. Enter in subject
10. Click on service order and select
11. Click on address drop down and select
12. Click on the contact person drop down and select

13. Click on ‘General’ tab

14. Select site
15. Select machine
16. When you have finished, click Save to save the customer's record in Readysell. (a pop up box may appear requesting mandatory fields)