The Add/Edit Customer window is where you fill in the details for customers. To access the Add/Edit Customer window, click Add New Customer from the Customers List or click edit on one of the existing customers. Users with viewer-only privileges will be unable to edit customer details.

You can use this screen to manage the list of customers managed by Copper. The following actions are available:

First Name:

Enter the customer's first name.

Last Name:

Enter the customer's last name.

Address:

Enter the customer's contact address.

Phone:

Enter the customer's contact telephone number.

Email:

Enter the customer's contact email address.