Create a New Customer

  1.  From the Control Tower, select the Profiles drop down menu (top left) and choose New Customer.
  2.  A new Customer Profile tab displays. Fields with red underlines are mandatory.
  3.  Input basic information; Company*, Account Number*, Contact First Name, Contact Last Name, Customer Type, Email Address, Work Phone, and Address. If the billing address is different, input that information. *During set-up by the SmartField Implementation Team, a control tag is triggered to make either Company or Account Number a mandatory field.
  4. Select the Save button.

* Open the Job Aid attached to this article for more in depth information regarding how you set up a customer.