Adding a Customer

Only three fields are required to create a customer — first name, email, and mobile number — so you can capture a new customer quickly and fill in the rest later.

StepsCopy Anchor Link

1. Open CRM → Customers from the sidebar.
2. Click Add Customer in the top-right corner.
3. Fill in the Basic info card:
   • First name (required)
   • Last name
   • Customer number — read-only; it is assigned automatically by the server when you save.
   • Category — your own label for grouping customers, e.g. "Food customer". Start typing and pick one you've used before from the suggestions, or type a brand-new one — it becomes a suggestion for next time automatically. Leave it empty if you don't group customers.
4. Fill in the Contact info card:
   • Mobile number (required) — digits only, with an optional leading +, e.g. +971501234567.
   • Land phone
   • Email (required) — must be a valid email address.
5. Optionally fill in the Location card: Country code (e.g. +971), City, and Country.
6. Pick a Status from the pill row in the right-hand panel — Active, Inactive, or Archived. New customers start as Active. The Summary card above it previews the name, email, and mobile as you type.
7. Changes are tracked by the amber unsaved-changes bar — click Save there (or Discard to throw the entry away).

Once saved, you're taken straight to the new customer's profile page — see Viewing a Customer Profile.