{"id":4465,"date":"2026-01-10T05:36:41","date_gmt":"2026-01-10T05:36:41","guid":{"rendered":"https:\/\/profitaa.com\/?post_type=docs&#038;p=4465"},"modified":"2026-01-10T05:36:41","modified_gmt":"2026-01-10T05:36:41","password":"","slug":"create-a-customer-account","status":"publish","type":"docs","link":"https:\/\/profitaa.com\/ng\/help\/crm\/create-a-customer-account\/","title":{"rendered":"Create a Customer Account"},"content":{"rendered":"<p>There are two ways to create a new Customer Account. The default is the \u201c<strong>* NEW<\/strong>\u201d button on the Customers page. While the other is from the Quick Mode on Transaction window page.<\/p>\n<p>&nbsp;<\/p>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone size-full wp-image-31554\" src=\"https:\/\/help.profitaa.com\/wp-content\/uploads\/2025\/12\/profitaa-documentation-Screenshot-2025-12-27-135525-180-example.png\" sizes=\"(max-width: 682px) 100vw, 682px\" srcset=\"https:\/\/help.profitaa.com\/wp-content\/uploads\/2025\/12\/profitaa-documentation-Screenshot-2025-12-27-135525-180-example.png 682w, https:\/\/help.profitaa.com\/wp-content\/uploads\/2025\/12\/profitaa-documentation-Screenshot-2025-12-27-135525-180-example-300x287.png 300w\" alt=\"\" width=\"682\" height=\"652\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>The\u00a0<strong>New Account<\/strong>\u00a0window is displayed waiting to capture Customer\u2019s details such as Account Name, Category, Status, Birth Date, Account Officer (select from your list of your Account Officers \u2013\u00a0<a href=\"https:\/\/help.profitaa.com\/crm\/create-a-customer-account\/#\">refer to Account Officers page<\/a>), marital and sex. Other details are still available on the next page \u2013 Contact Details, click the pane to open it.<\/p>\n<p>&nbsp;<\/p>\n<p>You can upload or capture the Customer logo or photo by click the photo icon on the top right corner. After you have completed the New Account form, then click the \u201cCreate!\u201d button to create the Customer Account.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>There are two ways to create a new Customer Account. The default is the \u201c* NEW\u201d button on the Customers page. While the other is from the Quick Mode on Transaction window page. &nbsp; &nbsp; The\u00a0New Account\u00a0window is displayed waiting to capture Customer\u2019s details such as Account Name, Category, Status, Birth Date, Account Officer (select [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[65],"doc_tag":[],"class_list":["post-4465","docs","type-docs","status-publish","hentry","doc_category-crm"],"year_month":"2026-10","word_count":128,"total_views":"11","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Profitaa","author_nicename":"profitaa","author_url":"https:\/\/profitaa.com\/ng\/author\/profitaa\/"},"doc_category_info":[{"term_name":"CRM","term_url":"https:\/\/profitaa.com\/ng\/docs-category\/crm\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Create a Customer Account - Profitaa<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/profitaa.com\/help\/crm\/create-a-customer-account\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Create a Customer Account - Profitaa\" \/>\n<meta property=\"og:description\" content=\"There are two ways to create a new Customer Account. 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