If you are in the Service Order workflow and need to record details for a new customer, you can use the Create Customer functionality.
This allows you to create a new customer without needing to leave the screen you are on.
- In the navigation panepanel, go to Service then Service Orders.
Click New to create a new service order
- The Service Order detail window will display.
In On the ribbontop panel, click Create Customer
Expand title Show me 
- Enter the customer's name. Optionally, you can enter a card type, a payment term and an invoice delivery method.
By default, the payment term is set to 30 EOM and the invoice delivery method is set to Manual. - In the Person section, enter a contact name and a telephone number. You may also enter an email address.
- Enter the customer's address. Optionally, you can indicate what type of address this is, and specify the travel time.
- click OK to save the change
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