Adding Customers To Customer Maintenance

To add a customer click the  (New) button.  This button is located at the top-left portion of Customer Maintenance under the "File" menu.

Next fill in the fields and click the  (Save) button.  Ensure the "Status" Field is set to "Active".

The "Name" field is the only mandatory field.

Token Key, TTL & Token URL are for ePayments.

The "Email Prof." is the email profile that is being used in SQL database mail.  This field is automatically populated when email setup is completed for the customer.

CLID is a unique identifier that is automatically applied to each customer.  This number is used for web presentment to differentiate between customer's sites.

Web URL Name, Web Database, Web Logo File & Web CSS File are used for web presentment.