C

CRM Accounting

Work dashboard

Tasks

Customers Add customer Tax entities Transfer responsibility

Tax Report Types

Task email thread Email operations Reminder center Email templates Mailbox integration

Users Roles & permissions

Home › Customers › Add customer

CRM · Customer management

Add customer

Create a customer profile ready for tax entities and operational work.

Cancel

Customer profile

Core identity and contact details.

New record

Customer name *

Customer type

Primary email *

Phone

Address

Internal notes

Responsibility

Mock assignment controls for the preview.

Responsible staff

Profile status

Preview only. Save actions show feedback but do not persist data or call authentication.

Representatives

Maintain contacts from the Customer workspace.

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Add primary contact

Contact details can be added later

Accounting Template blueprint