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Setup: CRM Maintenance
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to How to... Rental

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General: Address types (optional)
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General: Free fields - Account (optional)
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General: Free fields - Contacts (optional)
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General: Free fields -
Addresses
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Create delivery method(s)
(CRM - Maintenance)
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Create payment condition(s) (moved to Financial- Maintenance)
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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.
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Now
Customers can be created (CRM - Entry)
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Fill in the mandatory fields
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Fill in Street and City
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After saving the customer, add the newly created Address Type to this
customer (follow the addresses hyperlink from the
customercard)
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