To create a new customer, follow this procedure:

1. Log in to the system as a user who has permission to manage customers. For details on users’ roles and permissions see Roles and Permissions. If you are already logged in, skip this step.
2. Click Tools on the header menu. It will open a drop-down menu. Select Manage Customers.
3. In the Customers screen, click the "Add customer" button (). The Customer Details section will open along the right edge of the screen. Fill in all the fields required.
4. Fill out custom fields, if any. For more details, see Customer custom fields.
5. To create another customer, go to Step 3 above.

All changes are saved automatically.

The Enabled status is selected by default. Selecting Disabled will render the customer in question disabled. A disabled customer will not be shown on customer lists. Disabling a customer, like when you have completed all projects for that particular company, has the benefit of still having it on your customer database, so that you can always re-assign them the enabled status if need be.

Billing hourly rate

The billing hourly rate of a customer is used with the 'Customer hourly rate' in project billing settings.

For more about project billing settings, see Project details.