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A customer record stores the account information, contacts, and addresses you need to build quotes. You select a customer when you create a quote.

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Prerequisites

  • Your role needs write access to Customers
  • You need at least the customer’s name

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Open the customer creation screen

In the left side menu, click Customer › Customer, then click New customer.

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Create the customer

1

Enter general information

In the General Information section, fill in:
  • Name (required): the company or person name
  • Type (required): Company or Individual
  • Segment (optional): the customer segment this customer belongs to
  • Logo (optional): upload a logo
  • Tax / Tax Value (optional): the tax type and identifier; click Add Tax ID to add more tax identifiers
2

Link resources (optional)

In the Linked Resources section, select the resources available for this customer:
  • Templates, Catalogs, Pricebooks, Discounts, Contract Models, Payment Terms, Payment Methods
When resources are linked, only those are available when you create a quote for this customer. How they combine with the resources linked to the segment and the template depends on the Association Resolution Mode (see Customer segments).
3

Add contacts

In the Contacts section, click New to add a contact. Enter First Name, Last Name, Email, Phone, and a Role (Buyer, Signer, Billing, Shipping, Legal, or Administrator).
Contact form with the Role dropdown
4

Add addresses (optional)

In Billing Addresses and Shipping Addresses, click New Billing Address or New Shipping Address to add an address.
5

Save the customer

Click Save at the top right.

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What happens next

  • The customer appears in the customer list and can be selected in the New project modal when you create a quote.
  • The contact you choose as primary contact on a quote is added automatically as a quote participant.

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Troubleshooting

Use the search bar at the top of the customer list. Check that no filter hides the record.
Customers don’t have a currency field. The quote currency comes from the pricebook you select when you create the quote.
Only Name and Type are required. Contacts, addresses, and linked resources can be added later.
A customer that is used in editable quotes can’t be deleted. Close or delete those quotes first.

The customer record

All sections of a customer record

Create a segment

Group customers that share resources

Create a quote

Build a new quote for this customer

Add a customer custom field

Store extra data on customer records
Last modified on October 27, 2026