Logging Requester Data

To log a requester, complete the following steps:

1. Right-click in the grid and select Add Record. The following screen will appear:

   

2. Enter your data. This includes the requester's phone number, name, address, and contact information.

   Note: The screen above is identical to the screen in the Customer tab. Like the screen in the Customer tab, several fields in this screen have special functions. Follow the link for additional information.

3. Click to save the record.
4. Click to close the window.