Customers - BizBone

Add a Customer

1

Navigate to Customers

OM C Nav

2

Select Create Customer

OM C Add

3

Fill in the required information

OM C Add C

Select Save to complete or Cancel to exit without saving changes.

Deactivate a Customer

1

Select a customer

OM C Deactivate

2

Select Deactivate

OM C Deactivate S

3

Confirm the action

OM C Deactivate C

Delete a Customer

1

Select the delete icon

OM C Delete

2

Confirm the action

OM C Delete C

Select Delete to confirm or Cancel to exit without saving changes.