Create and manage customers


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The InLoox options support you with a central customer management. You can create a new customer system-wide within the options as well as directly within a project.

 

Create a new customer

1. Open the InLoox options by clicking on File in the upper left corner. Afterwards click on the InLoox options button Hier finden Sie die InLoox Optionen

2. Select General Options and click on Customer then on Customers

So hinterlegen Sie einen neuen Kunden in der zentralen Kundenverwaltung

3. To save your changes click on OK or Apply.

 

Edit and delete already existing customer

 

Effects of editing or deleting a customer