How to add a new customer to the Carvadia software - Note, a training video explaining how to add a customer to the software is available at the following link
To add a new customer click on the “New customer” link from the navigation menu.
Once the screen has loaded you will be presented with a series of text areas beside the relevant heading.
It is within these text areas where information pertaining to the customer should be added.
Please note that the first name and last name have a red asterisk beside them which indicates that the first and last name fields are mandatory
Beside each of the headings there is a question mark icon, clicking on this question mark icon will display a pop-up window with information about what is expected to be entered in each of the associated text areas beside the relevant heading
Once the customer information has been entered into the relevant text areas, simply click on the “Add contact” button to add the user to the software.