Knowledge Base

Adding a Customer in CTS

Why add a customer inside of CTS?

BY adding a customer inside of CTS you can link the customer to the part, and subsequently to the project. This forms communication of who the customer is to the users of the system.

How to add a customer

Step 1

  • Bring up the main screen
  • Click on user setting menu by clicking on the wrench

Step 2

  • Point on the Company tab

Step 3

  • Point on the Customer submenu

Step 4

  • Add a customer by clicking the + symbol 

Step 5

  • Click on the add new button
  • Enter the required information which is identified with an asterik
  • Click on the check mark to save changes – the saved information is now available in CTS