Customers > Add New Customer

Here is where you store and maintain the customers you perform work for. MyOnlineToolbox allows you to directly fax and/or email estimates and invoices to customers in your customer list provided you have entered a valid fax number and email address.

Step by Step

1. Find "Customer" on the main menu at the top of your screen and click it.
2. The "Customer List" is now open.
3. Click on the "New Customer" Button on the "Action Tool Bar" at the top right.
4. The Customer Information form is now open.
5. Enter the customer name and phone number.
6. You should include the email address and a fax number, so when you are ready to send the customer an email, the email address auto populates the form so you don't need to remember it.
7. Then click the "Add New Address" button.
8. The address entry form will open
9. Enter the customers address.
10. Click the "Verify Address" button.
11. The system will verify the address you entered and fill in any information you left out.
12. Review the address returned by the system.
13. If the address appears incorrect you can try again or save it as it is.
14. If the address is correct click the "Save Address" button and the form will close.
15. The address is now added to the customers address list.
16. When finished, click the "Save Customer" button in the "Action Tool Bar" at the top right.
17. Saving will close the customer record and return you to the customer list.
18. You can now see the new address you added in the customers address list.

Quick Tips

When entering an address you can quickly enter whatever information you have. Often you can add the city name without the zip or the zip without the city name. When you click the "Verify Address" button, more than 90% of the time the system will find the correct address, clean up the way you entered the information and add whatever information was missing.