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Setup: CRM Maintenance

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  • General: Address types (optional)

  • General: Free fields - Account (optional)

  • General: Free fields - Contacts (optional)

  • General: Free fields - Addresses

  • Create delivery method(s) (CRM - Maintenance)

  • Create payment condition(s) (moved to Financial- Maintenance)

  • Make sure the setting 'mandatory: contract' is not selected (CRM - Maintenance - Settings), otherwise it is not possible to create an account with the 'customer' classification.

  • Now Customers can be created (CRM - Entry)

    • Fill in the mandatory fields

    • Fill in Street and City

    • After saving the customer, add the newly created Address Type to this customer (follow the addresses hyperlink from the customercard)