How do I create a customer?
Purpose
The following procedure is used to create new customers. For information about discovering existing customers, see x.
Steps
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1 |
Perform one of the following:
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From the Service Management, Customers view click + CREATE.
The Create a customer form opens.
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During service creation, click on the Customer ID field, then click + CREATE CUSTOMER.
The Create a customer form opens.
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2 |
Configure the required parameters:
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Parameter |
Description |
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ID |
Specifies the ID of the customer |
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Bulk Associate |
Specifies whether services belonging to this customer can be bulk associated with service templates |
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Customer Name |
Specifies the name of the customer |
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Description |
Describes the customer |
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Contact |
Specifies the point of contact for the customer |
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Phone Number |
Specifies the phone number of the customer |
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Email |
Specifies the E-mail address of the customer |
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Address |
Specifies the address of the customer |
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3 |
Click CREATE.
The customer is created.
Note: The newly-created customer will only be populated within NFM-P when a service is created that specifies the customer.
End of steps |
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