Note: This function is available depending on your permissions. If you have any questions, please contact your company's portatour® administrator.
Click the main menu item Customers and then on the New customer button under the navigation bar:
The input mask for the new customer's master data will be shown:
Entering the address and geocoding is analogous to editing an existing customer - see Edit customer address.
Depending on the configuration of additional customer fields (see Customer details and Custom fields overview), the input form may be extended by further sections. You can provide this additional information yourself.
Hint: Setting mandatory fields may be necessary prior to saving a new customer. These mandatory fields are highlighted with a red bar on the left.
By saving the entry, the new customer will be created in the portatour® database and further fields, such as scheduling parameters, can be edited.