{"id":1323,"date":"2021-03-22T13:38:15","date_gmt":"2021-03-22T13:38:15","guid":{"rendered":"http:\/\/www.tradehelp.co.uk\/senhelpdev\/?post_type=docs&p=1323"},"modified":"2021-03-23T13:14:17","modified_gmt":"2021-03-23T13:14:17","slug":"create-a-new-customer","status":"publish","type":"docs","link":"https:\/\/www.tradehelp.co.uk\/sentinelhelpcentre\/help-centre-home\/create-a-new-customer\/","title":{"rendered":"Create a new customer"},"content":{"rendered":"\t\t
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Before you create new service plan you will first need to create a customer to save the plan against. <\/span><\/p>


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Sentinel Portal<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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  1. Select Customers<\/b> from the main dashboard<\/li>\n
  2.  Select the New Customer<\/b> button from the top right hand corner<\/li>\n
  3. Add the customer name and contact details<\/li>\n
  4. Start typing the customer’s address in the address search for a quick look up<\/li>\n
  5. Select Save<\/b><\/li>\n
  6. You can return to Customers<\/b> section at any time to update the information<\/li>\n<\/ol>\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

    Before you create new service plan you will first need to create a customer to save the plan against.  Sentinel Portal Select Customers from the main dashboard  Select the New Customer button from the top right hand corner Add the customer name and contact details Start typing the customer’s address in the address search for a quick …<\/p>\n

    Create a new customer<\/span> Read More »<\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"comment_status":"open","ping_status":"closed","template":"","meta":[],"doc_category":[44,45,50],"doc_tag":[],"_links":{"self":[{"href":"https:\/\/www.tradehelp.co.uk\/sentinelhelpcentre\/wp-json\/wp\/v2\/docs\/1323"}],"collection":[{"href":"https:\/\/www.tradehelp.co.uk\/sentinelhelpcentre\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/www.tradehelp.co.uk\/sentinelhelpcentre\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/www.tradehelp.co.uk\/sentinelhelpcentre\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.tradehelp.co.uk\/sentinelhelpcentre\/wp-json\/wp\/v2\/comments?post=1323"}],"version-history":[{"count":16,"href":"https:\/\/www.tradehelp.co.uk\/sentinelhelpcentre\/wp-json\/wp\/v2\/docs\/1323\/revisions"}],"predecessor-version":[{"id":1400,"href":"https:\/\/www.tradehelp.co.uk\/sentinelhelpcentre\/wp-json\/wp\/v2\/docs\/1323\/revisions\/1400"}],"wp:attachment":[{"href":"https:\/\/www.tradehelp.co.uk\/sentinelhelpcentre\/wp-json\/wp\/v2\/media?parent=1323"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/www.tradehelp.co.uk\/sentinelhelpcentre\/wp-json\/wp\/v2\/doc_category?post=1323"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/www.tradehelp.co.uk\/sentinelhelpcentre\/wp-json\/wp\/v2\/doc_tag?post=1323"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}