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Create a Customer (Admin)

This guide captures the Create Customer flow in Exigo Admin using dummy data.

Step-by-step

  • In the left nav, expand/select Customer
  • Click Customer Search

Screenshot (Customer Search):

Customer Search

2) Start a new customer

  • On the Customer Search page, click New Customer

Screenshot (New Customer form - start):

New Customer - start

3) Fill out dummy customer info (do not save)

Fill the following (example dummy values):

  • Company: Cursor Dummy Co
  • First Name: Test
  • Last Name: Customer
  • Phone: 555-0100
  • Mobile: 555-0101
  • Email: test.customer+cursor@example.com
  • Address: 123 Demo St
  • Address (line 2): Suite 100
  • City: Dallas
  • Zip: 75201

Screenshot (New Customer form - filled):

New Customer - filled

Notes

  • This page was filled with dummy data for documentation only. No Save Changes click was performed in this capture.