A customer is someone that you provide your services to. This article will show you the basic information on how to add Customer names, addresses, and contacts.
You can simply follow the steps below.
- Log in to your Guardhouse account.
- Click Organization then select Customers from the dropdown menu.
- Click Add New then fill out the information needed.
- Customer name
- Customer Reference Number
- Address
- Invoice Reminders
- Click Save
- Add New Contacts
- First Name and Last Name
- Email address
- Mobile Number
- Position
- Notes