How to create a Customer Account

Create a new Customer Account from any page in Workglue

1. Click the +Add button in the top right.

2. Select New Account.
3. Enter Account information.
4. Enter Contact information or search for an existing Contact using the Associate with an existing Contact toggle.
5. Click Submit.

Create a new Customer Account from the Accounts list

Select Customers.

1. Click the New Account button at the bottom of the Accounts list.

2. Enter Account information.
3. Enter Contact information or search for an existing Contact using the Associate with an existing Contact toggle.
4. Click Submit.