Here you have the option to fill in with basic information about your customer.

Some fields are required (*), others are not. These fields are:

• Customer name*.
• Customer code*: this code must be unique.
• Customer VAT*.
• Phone number.
• Company*: name of the company that owns the account.
• Industry*: it refers to the kind of industry the customer belongs to. Select one among the standard options.
• Owner*: select, among users, the account owner.
• Customer Address: optionally fill in all fields with the necessary information to complete the customer address.
• Billing Address: optionally fill in all fields with the necessary information to complete the customer's billing address.

Define your company or add multiple companies that belong to the same group.

• Name*: name of the company.
• Code*: this code must be unique.

The Contacts are the natural persons we deal with, always related to an account or a customer.

Some fields are required (*), others are not. These fields are:

• Personal info:
  • First name*, last name* and birthdate* of the contact.
  • Email and phone numbers of the contact.
  • Skype address and Twitter.
• Department: department to which the contact belongs.
• Customer*: name of the company to which the contact belongs.
  
  
  This customer must have been previously defined in the Customer's repository. For further information see the Customers' section.

• Owner*: person that the contact usually has contact with.

• Box of the Address about the contact: information related to contact address (optional fields).
• Box of the Other Address about the contact: information related to a secondary contact address (optional fields).

• The More info box: additional notes about the contact.