Setup Customers
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  1. Select Setup/Fleet/Classes from the menu.

 

  1. Against the Class Titles on the left select Add  to Add a New Class Title.

 

  1. Specify the Class Title as type 'Customer' (as opposed to 'Contract' or 'Undefined').

 

 

  1. Give focus to the newly created 'Customer' group on the left

 

  1. Click on the 'Add' button on the right to Add New Customers.

 

  1. Click on one of the newly created 'Customer' names on the right to bring up a window of additional customer details.

 

 

  1. Use the Add buttons to add contacts at the customer details.