Overview
This article will explain how to create a customer in Moment.
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This article will explain how to create a customer in Moment.
Last updated
Was this helpful?
This is the main overview for your customers. Here you will find general search filters for the customers registered in your database.
In the top right corner of your overview, you'll find the button for registering new customers. If the button is not visible to you, contact your local administrator to review your access role.
When registering a new customer, you need to add some data.
The customer's country of origin.
This does not affect currency.
You can override it, but you need to make sure that the number matches existing number series for customers in external accounting systems. The settings for customer number series and rules can be found in the.
Tags are shown in the , and you can filter them in several different reports.
If the customer is set as Project participant, they will not appear as an option when creating a new project from scratch, but will appear when adding additional customers to P.