3.3 Add Customer

This topic provides systematic instructions about Add Customer.

1. To add a child party, right click on the party / child party icon and click Add Customer.
   The Customer Details window is displayed.

   Figure 3-4 Customer Details

   
   

   
   Description of "Figure 3-4 Customer Details "

   
   

   Organization details

   For information on fields in the Organization details page, refer the below table.

   Table 3-3 Organization details

   Fields	Description
   Organization Name	Enter the child party name in the Organization Name field.
   Organization Type	Select the Organization Type from the drop-down list. The options available are Single and Conglomerate.
   Entity Type	Select the Entity Type from the drop-down list. The options available are Proprietorship, Pvt Ltd, Public Ltd, Govt Owned, Trusts, Clubs, Society, Associations, Limited Liability Partnership, Foreign Bodies, NGO and Others.
   Demography Type	Select the Demography Type from the drop-down list. The options available are Domestic and Global. Select Global option, the Geographical Spread field appears.
   Geographical Spread	Search and select all the countries in which the child party is operating as Geographical Spread.
   Country of incorporation	Select the Country of incorporation.
   Incorporation date	Click the calendar icon and select the Incorporation date.
   Country of risk	Select the Country of risk for organization from the drop-down list.

2. Enter the following addresses in respective fields:
   • Website Address
   • Facebook Address
   • Twitter Address