Create a New Customer Account

Before you begin

  • Ensure you have access to Scheduler.  If you don't see Scheduler in your available Elda (Chrome) shortcuts, you may need to request access to it.  Please see our article Request Access to an Elda Application for more.
  • Ensure you are logged into the Elda(Chrome) Scheduler Application.  See our article Getting Started with Scheduler for more. 

Steps to Follow

Creating a New Customer Account :

  1. In Scheduler, select the Customer tab in Search By button which is left hand side of the scheduler.
  2. A new window open and click on the Add Button. 
  3. Enter all column in the customer tab as below example: 

  4. Enter all information in the Accounts tab as below: 

  5. Enter all information in the Pricing/Discount tab as below. 

  6. We can attached all emails or documents in the Attachments tab just drag and drop  as below : 

  7. Press the Save button to save the new Customer account. (The Notes and Attachments tab will automatically be enabled once the job has been saved. image041

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