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Quick Create: Single-Step Workflow

To create a new customer

  1. Fill out all required fields and any other information.
  2. Click Save & Continue to continue with the wizard.

Note: After filling in the zip code, the State, City, and County will auto-fill. You can also select Save & Close on the Save & Continue dropdown to exit the wizard, or delete the customer by selecting Delete Customer on the Save & Continue dropdown. If the address is not associated with a valid geocode, a warning message will appear on all customer pages.

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