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Adding New Customers (Formerly Contacts/Agencies)
- Click ‘Trading’ on the navigation on the left-hand side.
- Click ‘Customers & Suppliers’ from the drop-down menu.
- Click ‘New’ and click ‘Contact’ from the drop-down.
- Enter the details (mandatory fields are marked with a grey asterisk).
- Click ‘Next’ if required, and enter the details for the bank section and the other section.
- Once all details have been completed, click ‘Submit’.