Add a Customer

Steps

1. Open the Create Form

On the Customers list page, click + Add Customer.

2. Identity

Field	Required	Description
Customer Name	✅	Full name or company name
Groups	—	Customer segments or tags (searchable autocomplete, can create new)
Email	—	Primary contact email
Phone	—	Contact phone number
Tax ID (NPWP)	—	Tax identification number

Customer Name is the only required field.

3. Address

Field	Description
Address	Street address
City	City
Province	Province or state
Country	Country
Postal Code	Postal / ZIP code

4. Contacts

You can add one or more contact persons during creation. Each contact has: Name (required), Position / Title, Phone, Email.

Click + Add contact person to add a row. Mark one contact as Primary — the primary contact is highlighted.

5. Notes

Internal notes about this customer (payment terms, special instructions, etc.).

6. Save

Click Save Customer. The customer will be available when creating work orders, quotations, and invoices.

Editing a Customer

Open the customer detail page and click Edit to update any information.