i. How To Add A New Customer

ADDING A NEW CUSTOMER

To add a customer tap on the Customers tab.

Tap on New Customer button.

Fill out the information needed.

Click on Save when done.

!Note: New Customers created in the PRISM App MUST be coordinated with the accounting package user so that they can manually create the customer inside the program and they can import the data to PRISM to build a two way sync between the programs.

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