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Quick Create: Single-Step Workflow

To create a new customer using the single-step workflow

  1. Click on the Plus icon Screen Shot 2019-11-14 at 4.15.14 PM.png on the top bar and select Customer.
    • Note: If more than 1 workflows is available, you will need to select the Single Page workflow in the Select Workflow window.
  2. Fill out all required fields (these fields are labeled with a red dot) and any other information in the New Customer window.
    • Note: You can first fill in the zip code and the State, City, and County will auto-fill.
  3. Click Save. The customer has been created. The New Customer window will close and you will now be in the newly created Customer record.

Screen Shot 2019-11-14 at 4.26.08 PM.png

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