Add a customer
Create a customer record with the required name and address.
Updated1 min readcustomers
Steps
Open Customers
On the Customers page, select + Add Customer.
Enter the customer details
Enter the customer's name and full primary address: street, city, state, and ZIP code. Email and phone are optional.
Save
SunrAI creates the customer and returns you to the Customers list.
Verify it worked
Search for the customer by name in the Customers list and open the record to review its details.
Troubleshooting
"The form says a field is required." — Check that the name and each part of the primary address are filled in.
"A possible duplicate appears." — Compare the existing record with the new details before saving. If you already created a duplicate, ask your team Owner or Admin to help correct the records.