Adding a New Customer - REQConnect - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - external

REQConnect

Platform
OnBase
Product
REQConnect
Release
Foundation 24.1
License

To create a new customer record:

  1. Click the Add New Customer button in the ribbon.
  2. A dialog box is displayed to confirm that you want to add a new customer. Click Yes.
    A message is displayed indicating that the new customer was successfully created, and the new customer is added to the Customer List.
  3. Through the tabs in the Available Options panel, configure the new customer as desired.
  4. When you are done configuring the new customer, click the Save Current Customer button in the ribbon to save your changes.