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
 
1 

Perform one of the following:

  1. From the Service Management, Customers view click + CREATE.

    The Create a customer form opens.

  2. During service creation, click on the Customer ID field, then click + CREATE CUSTOMER.

    The Create a customer form opens.

2 

Configure the required parameters:

Parameter

Description

ID

Specifies the ID of the customer

Bulk Associate

Specifies whether services belonging to this customer can be bulk associated with service templates

Customer Name

Specifies the name of the customer

Description

Describes the customer

Contact

Specifies the point of contact for the customer

Phone Number

Specifies the phone number of the customer

Email

Specifies the E-mail address of the customer

Address

Specifies the address of the customer

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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