Adding a New Customer

In this article, we will guide you on how to add a new customer to your ActivateOS provider system. Follow the steps below to successfully create a new customer profile.

Step 1:

From the home screen of ActivateOS, click on the "Create New" button.

 

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Next, select "Customer" from the dropdown menu.

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Step 2:

Type Customer Name

Please note: Customer Number and Address are not required fields.

 

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Step 3:

Allocate the Branch info from the options available

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Step 5:

Review the information you have entered on the page and Click on the "Create" button

 

By following these steps, you can easily add a new customer to your ActivateOS provider database. If you encounter any issues or have further questions, please refer to our support documentation or contact our customer support team for assistance.