How to Add a New Customer from the Customers List
To set up a new customer account, select New Customer at the top right of the Customers list. It opens a blank customer screen headed New customer, where you type the customer's details and save it with Save customer. The rest of that screen, section by section, is described in the pages about the customer screen.
How do I add a new customer in ABM Service?
Open the Customers list and select New Customer on its toolbar, beside Refresh. A blank New customer screen opens; fill in the details and select Save customer at the top of the screen.
- Open Customers from the navigation menu.
- Select New Customer on the toolbar at the top of the Customers list.
- Type the customer's Title (its name) and any other details on the Overview page of the New customer screen.
- Go to Address & location in the sections rail to type the mailing address and, if you like, put the customer on the map.
- Select Save customer at the top of the screen.
Until the customer is saved, the sections that need a saved customer (contacts, calls, contracts and tags) stay closed, and the screen says "This customer has not been saved yet — contacts, calls, contracts and tags open once it is."
What status and code does a new customer start with?
A new customer in ABM Service starts as a Prospect, which is what an account nobody has traded with yet is. You can change Status to Active on the New customer screen before you save if the customer is ready for work straight away.
The title is the only thing you have to type: when you move out of the Title box, ABM Service proposes the customer Code from it, and it fills in the group, trading terms and currency a save needs and makes you the account manager. How to Create a New Customer explains how the code is proposed, how to use your own, and what to do if a save is refused.
Why can't I see my new customer on the Customers list?
Because a new customer starts as a Prospect, and the Customers list normally shows Active accounts only. Choose Prospect or All in the Which accounts block at the top of the Customers list's filter rail to see it; How to Choose Which Accounts the Customers List Shows has the other ways to find it.
What happens if I leave a new customer before saving it?
ABM Service keeps a half-typed new customer for you: a reminder reading New customer, the title you typed and the word unsaved appears in the bottom-left corner of the window, and selecting it takes you back to your typing. Selecting New Customer on the Customers list again always starts a fresh, blank customer instead. A half-typed customer is kept only in that browser tab or ABM Service desktop app window, until you close or reload it: it is not saved anywhere else and does not follow you to another computer. To finish it another day, save it now with Save customer, since the title is the only thing you have to type, and add the rest later. What Happens to Unsaved Changes When You Leave a Screen explains the reminders and how to discard one.