To add a customer into Projectal, follow these steps:

1. Go to the Management screen by clicking Management on the left sidebar.
2. Click the Customers button to display the Customers screen.
3. Click the Add button on the Customers screen toolbar.
4. This will display the New Customer screen.

Customer Avatar

Click the Pencil icon to add or change the customer avatar (or logo).  This will display the Files screen and allow you to select a file that you have uploaded into Projectal.

Click the Delete icon to remove the customer avatar.

Customer Banner

Click the Pencil icon to add or change the customer banner.  This will display the Files screen and allow you to select a file that you have uploaded into Projectal.

Click the Delete icon to remove the customer banner.

Name

Enter the name of the customer.

ID

Enter an optional identifier of the customer.  It could be the short code for the customer.

Nickname

Enter the nickname of the customer.  A nickname is a commonly used descriptive name for the customer.

Color

Click the color swatch to set or clear the color for the customer.  The color can used in other screens to highlight items by customer.

Description

Enter a description for the customer.

Location

Click the Add Location button to display the Locations screen.  Select a location of the customer to designate its location.

Websites

Enter a website URL for the customer.

Click the Add button to add another website URL.

Click the Delete button to remove the website URL.

Socials

Enter a social media URL for the customer.

Click the Add button to add another social media  URL.

Click the Delete button to remove the social media  URL.

Files

Click the Add File button to display the Files screen.  Select a file attach to the customer.  Multiple files can be attached a customer.

Note: After saving the new customer, then you can add extra information about the customer such as customer contact information.  You can do this via the Edit Customer screen.