Efficiently manage your client base by adding new customers to your system. Follow these steps:
1. Navigate to Customers:Locate and click on the Customers option in the main menu.
2. Add a New Customer:Click on the Add Customer button. Fill in the required customer details, including name, contact information, and any other relevant information.
3. Save Changes:Click the Save button to confirm the addition of the new customer.
Deleting Customers
To remove customers that are no longer needed, follow these steps:
1. Navigate to Customers:Access the Customers section from the main menu.
2. Select the Customer:Click on the customer you wish to delete.
3. Delete Customers:Look for the Delete option. Confirm the deletion when prompted.
Editing CustomersIf you need to modify the details of a customer, follow these steps:
1. Navigate to Customers:Go to the Customers section from the main menu.
2. Select the Customer:Click on the customer you want to edit.
3. Edit Customers Details:Look for an Edit button. Update the name, description, or any other relevant information.
4. Save Changes:Click the Save button to confirm your changes.