Guide: Adding a Customer Account
From PlantX.net
This guide shows how to add a Customer Account.
Select the Customer button 
on the Toolbar.
In the Customers window, select the 
button to add a new account.
The New Account window appears.
- Account Name
- This name is used to identify the account. It can be a shortened name, but using short names in PlantX.net is unnecessary. This name is primarily for your internal use when you lookup the customer, although it is used as the default value for addresses.
- Contact
- Use this field to enter the name of a contact at the company. This person will be added to the list of contacts as the main contact.
- Address
- PlantX.net will use the address entered here to create the "main" address. The Account Name entered above will automatically be prepended to the address.
Once all information has been input, click the OK button to create the account.
The "new account" now appears on the left side of the Customers window, under the Name column.
