Opening a new case

Opening a new case

1. In the navigation panel, double-click Relationships, then click Cards.

2. Click New to create a new case. The Case Details screen will display

   Note: If you are creating a customer that is similar to an existing customer, you can use the Copy option to copy some of the existing customer's details

3. In the top section of the Card Details screen, enter background details for the card:
   • Card ID uniquely identifies the card in the system.
   • Card Type is a method of grouping cards together for contract pricing, reporting, and so on.
   • Status is the customer's status. Usually this will be Active for new customers.
   • Name is the customer's name.
   • Is Customer tells Readysell that this card is a customer.
4. If you have the customer's bank account details, you can enter these on the Accounts tab. See Card bank accounts for more information on adding bank accounts.
5. On the Contacts tab, enter the customer's contact details. You should enter at least one contact.
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.
8. When you have finished, click Save to save the customer's record in Readysell.